Assistant Relationship Manager

2 months ago


Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

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
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