Assistant Relationship Manager

1 month ago


Singapore Recruit Avenue Full time

Key Responsibilities:

  • Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
  • Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
  • Conduct market research and prepare reports to support investment recommendations and client presentations.
  • Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
  • Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
  • Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
  • Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
  • Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.

Qualifications:

  • Bachelor's degree in Finance, Business, or a related field.
  • 2+ years of experience in private banking, wealth management, or financial services.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Detail-oriented with strong organizational and time-management skills.
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
  • Ability to work independently and collaboratively within a team environment.

EA License Number: 23C1935 | EA Personnel Number: R155129



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