Assistant Relationship Manager

6 days ago

Singapore IAM ASIA CAPITAL PTE. LTD. Full time
Roles & Responsibilities

Overview: We are seeking a proactive and dynamic Assistant Relationship Manager to join our team. The ideal candidate will support Relationship Managers in delivering exceptional service to our high-net-worth clients, ensuring their banking needs are met with the highest level of professionalism and efficiency.

Key Responsibilities:

  1. Client Support:
    • Assist Relationship Managers in managing and growing a portfolio of high-net-worth clients.
    • Serve as a primary point of contact for clients in the absence of the Relationship Manager.
    • Address client inquiries, resolve issues, and provide timely information regarding their accounts and banking services.
  2. Account Management:
    • Facilitate the opening, closing, and maintenance of client accounts.
    • Ensure all client documentation is complete, accurate, and compliant with regulatory requirements.
    • Monitor client account activities and transactions to ensure compliance with firm and MAS policies.
  3. Service Delivery:
    • Coordinate with various counterparties to ensure seamless delivery of wealth management services to clients.
    • Assist in the preparation of client presentations, reports, and reviews.
    • Organize and participate in client meetings, taking detailed notes and following up on action items.
  4. Sales Support:
    • Identify opportunities to cross-sell banking products and services to existing clients.
    • Support Relationship Managers in developing and executing client acquisition strategies.
    • Assist in preparing proposals and presentations for prospective clients.
  5. Risk Management:
    • Monitor and report on client account activities to detect any potential risks or compliance issues.
    • Ensure adherence to all regulatory requirements and internal policies, including AML and KYC regulations.
    • Support the Relationship Managers in risk assessment and mitigation activities.
  6. Administrative Duties:
    • Maintain accurate and up-to-date client records and databases.
    • Prepare and distribute regular reports on client activities and performance metrics.
    • Handle confidential information with discretion and maintain client privacy.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2+ years of experience in a client-facing role within the banking or financial services industry.
  • Strong understanding of private banking products, services, and regulations.
  • Excellent interpersonal and communication skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in Microsoft Office Suite.
  • High level of attention to detail and strong organizational skills.
  • Professional demeanor and strong ethical standards.

Preferred Qualifications:

  • Certification in financial planning or wealth management.
  • Experience with CRM systems and financial analysis tools.
  • Multilingual abilities are a plus.
Tell employers what skills you have

Wealth Management
Account Management
Microsoft Office
Wealth Management Services
Private Banking
Risk Management
Administration
Multilingual
Attention to Detail
Financial Analysis
Banking
AML
Regulatory Requirements
KYC
Service Delivery

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