Assistant Relationship Manager

Key Responsibilities Provide day-to-day support to Relationship Managers in managing HNW/UHNW client relationships. Act as a key point of contact for clients on operational and administrative matters. Coordinate account opening, maintenance, periodic reviews, and KYC/AML documentation. Assist with onboarding new clients and ensuring all regulatory...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. GENERAL DESCRIPTION The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group...

We are looking for an experienced Assistant Relationship Manager to help deliver a responsive and seamless experience for high-value clients. In this role, you will support daily sales operations by preparing client materials such as presentations and proposals, managing and updating account documentation, and systematically maintaining client records. You...

Customer Management Provide courteous and efficient support to customer inquiries, referring to the Relationship Manager when necessary. Coordinate with Compliance, Operations, and Risk teams to ensure timely processing of client transactions and service requests. Monitor client account activity and assist in resolving operational or service-related issues....

Our client is a Prominent Foreign Financial Institution and are searching for a self-motivated and detailed Assistant Relationship Manager for their SEA & North Asia desk. This role will provide critical operational support for the Southeast Asia & North Asia desk. Managing complex account openings, multi-custody order executions and ongoing portfolio...

Responsibilities Assist RMs with daily portfolio requests, inquiries, and periodic reviews for High Net Worth and corporate clients. Manage KYC (Know Your Customer) checks, account opening documentation, and cross-divisional administration. Coordinate order and trade execution with internal product specialists and asset management teams. Liaise with regional...

- Permanent- Up to $6,500 + VB- Mon – Fri: 8.50AM – 5.30PM- Near Raffles Place MRT Job Responsibilities Perform credit analysis and drafting of credit applications Conduct clients’ onboarding, covenant monitoring and internal reporting Monitor the development of potential problem accounts, escape and report to Head Office and management in a...

Job description Assist RM to prepare credit proposals for clients (ranging from large corporates to mid-size listed entities) inclusive of performing financial spreads, financial analysis and credit risk assessment Assist RM in maintaining customer relationships from handling client calls and attending their daily requests such as deposits and FX interest...

ARE YOU SEEKING FOR GROWTH BEYOND REPETITIVE AND MONOTONOUSWORK? We offer opportunities for talents to elevate from mundaneday-to-day work and equip you with a view of the bigger picture. We offerexposure and career development opportunities for promising talents to growinto leadership positions with us. Read on to find out more information. HERE’S A...