Assistant Relationship Manager, Private Banking

4 days ago


Singapore StriveX Full time

Role and Responsibilities:

  • Provide comprehensive administrative support for client accounts based in Singapore.
  • Collaborate with Team Leaders and Relationship Managers to manage client account administration, client servicing, and retention initiatives.
  • Act as a liaison with internal departments to manage execution and settlement of trades, securities delivery, corporate actions, and financial transactions.
  • Facilitate communication with other financial institutions and service providers regarding account openings and client administrative queries.
  • Monitor daily transaction lists to verify correct processing of trades.
  • Issue trade confirmations and manage trade settlements.
  • Execute payment orders and input transactions for securities, forex, and money markets.
  • Oversee the preparation and follow-up of account opening documentation.
  • Maintain and update client data spreadsheets, prepare valuation reports, and compile documentation and research materials for business trips.

Key Requirements:

  • 5-7 years of ARM experience in a Private Bank.
  • CACS 1 & 2 certification
  • Due to the North Asia client coverage, Mandarin proficiency is required for client communication
  • High attention to detail with strong organizational skills.
  • Excellent teamwork capabilities.

Interested applicants please apply here with your updated CV

StriveX Pte Ltd, EA License No: 23S2077

Lee Boon Hou (Hagen), Registration No: R1870932

hlee@strivex.sg



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