Assistant relationship manager

Roles & ResponsibilitiesJOB DESCRIPTION Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. ...

Roles & ResponsibilitiesJob SummaryThe Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.Job Description Generate and maintain Sales reports for the department and the Relationship Managers. Ensure all trades are adequately executed and recorded in the Sales Blotter timely. ...

Roles & ResponsibilitiesJob OverviewWe are seeking a skilled Assistant Relationship Manager to join our team at the BANK OF CHINA LIMITED. As a key member of our Relationship Management team, you will play a critical role in ensuring compliance with regulatory standards and the Bank's guidelines.The ideal candidate will have a strong background in banking...

Roles & ResponsibilitiesJob Description Working within a front office team of 11 full time staff Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clientsExperience You will be working in a dynamic fast growing strategic sector in Singapore You will be working within a well established business with opportunities...

About The RoleAs an established Private Bank, we are seeking an experienced Assistant Relationship Manager to join our team. This role requires a strong background in banking and finance, with a minimum of 4-6 years of experience in a Private Bank or Wealth Management Firm.Duties and ResponsibilitiesProcess client payment orders and execute securities,...

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...

At SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch, we foster a culture that values individuality, empowering our team members to make a meaningful impact. We're seeking a skilled Assistant Relationship Manager to join our Private Banking team.Key Responsibilities:Provide exceptional administrative support, including processing client transactions,...

About the roleJoin our dynamic team at DSO (Singapore) as an Assistant Client Relationship Manager. In this full-time position based in the Central Region, you will play a crucial role in fostering strong, long-lasting relationships with our valued clients. As a key member of our Account & Relationship Management team, you will be responsible for providing...

Roles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...

Roles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...

Roles & ResponsibilitiesJOB DESCRIPTION Maintain and further develop the existing client relationships designated under your care. Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible. Ensure clear and proactive communication within the team, as well as...

Trust Relationship Manager AssistantWe are seeking a highly skilled and detail-oriented individual to join our team as a Trust Relationship Manager Assistant. As a key member of our trust administration team, you will play a crucial role in supporting the daily operations of our trust mandates.Key Responsibilities:Assist trust relationship managers in the...

Roles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...

Roles & ResponsibilitiesA team player to join and support trust relationship managers in daily administration of trust mandates.· Assist the trust relationship managers in the daily administration of the trust mandates, including but not limiting to- Processing of the bank account opening documents, credit facilities, insurance transfer/purchase documents-...

Roles & ResponsibilitiesRelationship ManagerThe primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns — and providing personalised service and support.You will be able to identify needs and requirements to promote our company’s solutions and achieve mutual...

Key Responsibilities are as follows: 1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations. 2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements. 3. Track and monitor the...

Assistant Trust Relationship Manager (Assistant Manager/Manager) Assistant Trust Relationship Manager (Assistant Manager/Manager) Assistant Trust Relationship Manager (Assistant Manager/Manager) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most...

We are seeking a skilled Assistant Relationship Manager to join our Corporate Banking team. The successful candidate will be responsible for assisting the Corporate Banker in managing client relationships, conducting credit analysis, and performing credit reviews. The ideal candidate will have a strong analytical mind, excellent communication skills, and a...

Job SummaryTo support our Relationship Managers in driving the overall performance of our wholesale banking business, we are looking for an Assistant Relationship Manager to join our team in Singapore. As a key member of our corporate banking group, you will be responsible for acquiring and maintaining long-term relationships with corporate banking clients,...

Roles & ResponsibilitiesKey Tasks And Responsibilities• Client On-Boarding:• Work closely with Relationship Managers, Clients and Custodian banks to facilitate the collection of relevant documents in accordance with the prevailing account opening procedures and local regulations.• Analyze AML risks associated with the client, identify and escalate...