StriveX | Assistant Relationship Manager, Private Banking | Singapore, SG
5 days ago
Assistant Relationship Manager, Private Banking
StriveX is partnering with a Private Banking client who is seeking an Assistant Relationship Manager (ARM) to support their Relationship Managers (RM), enhancing the service delivery across the market coverage. This role will be a dedicated support to an experienced RM whose key clientele portfolio includes North Asia and South-East Asia.
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.
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