Assistant Relationship Manager
2 months ago
JOB DESCRIPTION
- Assist the Relationship Managers with maintaining and further developing existing clients designated under their care.
- Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible.
- Ensure clear and proactive communication within the team, as well as support the Relationship Managers on crafting their communications and provision of service to clients.
- Assist the Relationship Managers with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
- Participate in the account meetings/reviews with clients (on and offshore) alongside the Relationship Managers; Prepare all materials (including valuation reports, etc) needed for such meetings and assist in taking the minutes/call notes for such meetings.
- Ensure the efficient execution of client orders, trouble shooting, damage control & liaison with the platform banks and proper adherence to all relevant compliance requirements.
QUALIFICATIONS AND COMPETENCIES
- Candidates must accept this position as a "long term career" commitment and not as a "job" they can often change.
- Candidates have worked with investment instruments: Equities / Fixed Income / Funds/Asset Management / FX/MM / Hedge Funds / Securities / Commodities.
- Candidate preferably possess at least Bachelor's Degree/ Post Graduate Diploma/ Professional Degree in any field and have passed CACS/module 3 IBF exams.
- Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients.
- At least 2 years of related working experience in a bank or fund management company, preferably in the upper middle position in operations department or as an Assistant Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry but have a great client servicing capability and relationship building skill.
- Required Skill(s): Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.
- Competent working experience on Microsoft Outlook Email System, Excel Spreadsheet, Words, PowerPoint Presentation and able to type in Chinese.
Tell employers what skills you have
Wealth Management
Microsoft Office
CACS
Chinese
Valuation
Client Services
Securities
Cantonese
PowerPoint
Compliance
Financial Analysis
investment portfolio
Preparing PowerPoint presentations
Hedge Funds
Fixed Income
KYC
Oral & Written Communication Skills
Equities
Business Relationship Management
-
Assistant Relationship Manager
2 months ago
Singapore JAC Recruitment Full timeJob Title: Assistant Relationship ManagerWe are seeking a highly skilled and experienced Assistant Relationship Manager to join our team at JAC Recruitment. As a key member of our team, you will be responsible for managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.Key...
-
Assistant Relationship Manager
4 weeks ago
Singapore Recruit Avenue Full timeJob SummaryWe are seeking a highly skilled and experienced Assistant Relationship Manager to join our team at Recruit Avenue. The successful candidate will be responsible for providing exceptional support to our Relationship Managers in various aspects of corporate banking.Key ResponsibilitiesMonitor and track facility utilization, ensuring compliance with...
-
Assistant Relationship Manager
6 days ago
Singapore SPARROW TECH PRIVATE LIMITED Full timeRoles & ResponsibilitiesJob SummaryThe Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.Job Description Generate and maintain Sales reports for the department and the Relationship Managers. Ensure all trades are adequately executed and recorded in the Sales Blotter timely. ...
-
Assistant Relationship Manager
1 month ago
Singapore Recruit Avenue Full timeJob Summary:We are seeking a highly skilled and motivated Assistant Relationship Manager to join our team at Recruit Avenue. As a key member of our corporate banking team, you will be responsible for providing exceptional support to our Relationship Managers and contributing to the growth and success of our business.Key Responsibilities:Monitor facility...
-
Assistant Relationship Manager
3 weeks ago
Singapore BANK OF CHINA LIMITED Full timeRoles & ResponsibilitiesJob OverviewWe are seeking a skilled Assistant Relationship Manager to join our team at the BANK OF CHINA LIMITED. As a key member of our Relationship Management team, you will play a critical role in ensuring compliance with regulatory standards and the Bank's guidelines.The ideal candidate will have a strong background in banking...
-
Assistant Relationship Manager
6 days ago
Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full timeRoles & ResponsibilitiesJob Description Working within a front office team of 11 full time staff Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clientsExperience You will be working in a dynamic fast growing strategic sector in Singapore You will be working within a well established business with opportunities...
-
Assistant Relationship Manager
3 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeAbout The RoleAs an established Private Bank, we are seeking an experienced Assistant Relationship Manager to join our team. This role requires a strong background in banking and finance, with a minimum of 4-6 years of experience in a Private Bank or Wealth Management Firm.Duties and ResponsibilitiesProcess client payment orders and execute securities,...
-
Assistant Relationship Manager
2 months ago
Singapore JAC Recruitment Full timeResponsibilities Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service. Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions. Handle account openings, transactions, and investment orders accurately and promptly. Acting...
-
Assistant Relationship Manager
3 weeks ago
Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full timeAt SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch, we foster a culture that values individuality, empowering our team members to make a meaningful impact. We're seeking a skilled Assistant Relationship Manager to join our Private Banking team.Key Responsibilities:Provide exceptional administrative support, including processing client transactions,...
-
HR & Admin Executive
6 days ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
HR & Admin Executive
3 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
Treasures Assistant Relationship Manager
1 month ago
Singapore DBS Bank Limited Full timeJob Title: Treasures Assistant Relationship ManagerDBS Consumer Banking Group is seeking a highly skilled and experienced Treasures Assistant Relationship Manager to join our team. As a key member of our organization, you will play a critical role in delivering exceptional customer service and driving business growth.Key Responsibilities:Provide timely and...
-
Relationship Manager
3 weeks ago
Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesJOB DESCRIPTION Maintain and further develop the existing client relationships designated under your care. Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible. Ensure clear and proactive communication within the team, as well as...
-
Trust Relationship Assistant
4 weeks ago
Singapore Bank of Singapore Full timeTrust Relationship Manager AssistantWe are seeking a highly skilled and detail-oriented individual to join our team as a Trust Relationship Manager Assistant. As a key member of our trust administration team, you will play a crucial role in supporting the daily operations of our trust mandates.Key Responsibilities:Assist trust relationship managers in the...
-
Relationship Manager
3 weeks ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...
-
Assistant Trust Relationship Manager
3 weeks ago
Singapore BOS TRUSTEE LIMITED Full timeRoles & ResponsibilitiesA team player to join and support trust relationship managers in daily administration of trust mandates.· Assist the trust relationship managers in the daily administration of the trust mandates, including but not limiting to- Processing of the bank account opening documents, credit facilities, insurance transfer/purchase documents-...
-
Relationship Manager
3 weeks ago
Singapore GIANT RECRUITMENT PTE. LTD. Full timeRoles & ResponsibilitiesRelationship ManagerThe primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns — and providing personalised service and support.You will be able to identify needs and requirements to promote our company’s solutions and achieve mutual...
-
Relationship Manager
1 month ago
Singapore Ethos BeathChapman Full timeJob Opportunity: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Ethos BeathChapman. As a key member of our corporate banking team, you will be responsible for supporting senior bankers with credit memos and reviews, handling stakeholder queries, and monitoring covenants.Key Responsibilities:Support senior bankers in...
-
Corporate Banking Relationship Manager Assistant
3 weeks ago
Singapore THE RESOLUTE HUNTER PTE. LTD. Full timeWe are seeking a skilled Assistant Relationship Manager to join our Corporate Banking team. The successful candidate will be responsible for assisting the Corporate Banker in managing client relationships, conducting credit analysis, and performing credit reviews. The ideal candidate will have a strong analytical mind, excellent communication skills, and a...
-
Singapore CHINA CITIC BANK INTERNATIONAL LIMITED SINGAPORE BRANCH Full timeJob SummaryTo support our Relationship Managers in driving the overall performance of our wholesale banking business, we are looking for an Assistant Relationship Manager to join our team in Singapore. As a key member of our corporate banking group, you will be responsible for acquiring and maintaining long-term relationships with corporate banking clients,...