Assistant Relationship Manager

3 months ago


Singapore JAC Recruitment Full time

Responsibilities

  • 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 as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
  • Work with Operations, Compliance, Legal, and Product teams to ensure smooth service delivery and regulatory compliance.
  • Perform client due diligence, maintain accurate records, assist with portfolio reviews, and provide market insights to enhance client portfolios.
  • Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

Requirements

  • Bachelor's degree in Finance, Business or a related field.
  • At least 5 years of relevant experience in private banking, wealth management, or financial services.
  • Proficiency in Mandarin (spoken and written) to communicate effectively with Mandarin-speaking clients across the Southeast Asia region.
  • Proven ability to build and maintain strong client relationships with excellent communication and interpersonal skills.
  • Possess CACS Certifications 1 & 2

We regret to inform that only shortlisted candidates will be notified. Appreciate your understanding.
 

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R1872039
EA Personnel Name: Nurdiana Teng Abdullah

 



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