Client Relationship Associate

24 hours ago


Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time
Job Title: Client Relationship Associate

We are seeking a highly skilled Client Relationship Associate to join our team at ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. The ideal candidate will have a strong background in client servicing and relationship management, with a passion for delivering exceptional service to our clients.

Key Responsibilities:
  • Assist Relationship Managers in maintaining and developing existing client relationships.
  • Support the delivery of high-quality KYC and investment profiling services to clients.
  • Ensure clear and proactive communication within the team and with clients.
  • Assist in the development of client management strategies to align business service provision with client needs.
  • Participate in account meetings and reviews with clients, preparing materials and taking minutes as needed.
  • Ensure efficient execution of client orders and adherence to compliance requirements.
Requirements:
  • At least 2 years of experience in a bank or fund management company, preferably in operations or as an Assistant Relationship Manager.
  • Strong client servicing and relationship management skills.
  • Proficiency in Microsoft Office and ability to type in Chinese.
  • Required language(s): English, Chinese (written and oral Mandarin required, Cantonese an asset).
  • Required skills: Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.
What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for career growth and development.



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