Assistant Relationship Manager
7 days ago
業種
金融・保険
求人内容
ポジションタイトル
Assistant Relationship Manager
職種
営業アシスタント
お仕事内容
Assistant Relationship Manager
業務内容詳細業務内容- クライアント管理及び運営
- RMのクライアント対応サポート業務(システムへの情報入力、プロセス管理、ファイリングや書類作成等)
- クライアント対応(レポート作成、データの集計及びその郵送など)
- RMのスケジュール管理や出張時のホテル及びフライト手配
- 顧客とのミーティングアレンジ
- プレゼンテーション資料の作成、投資提案書の作成
- 必要に応じてマーケティング活動のサポート(顧客接待、会議、出張、イベントなど)
- 業務管理
- 業務に必要な情報の定期的な情報収集
- コンプライアンスに準拠しているかどうかの確認
- 顧客からの注文に沿った処理(証券、ファンド、債券、MM/FX取引の実行)
- 顧客からの問い合わせ対応
- 規制当局への対応、リスクマネジメントコントロール
- 懸念点がある場合、その解決に向けての提言
- 現地規制の遵守、社内ポリシー・基準の遵守を確認する(新規口座開設、支払い指示、顧客からの電話の確認等)
- CACS1及び2の資格保持者
- 金融業界における(バックオフィス)経験者
- 日英語ビジネスレベル以上
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Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeAbout UsRelationship Studio Pte. Ltd. is a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots, and needs. We coach you on managing sensitivity in every relationship and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration.An...
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Assistant Relationship Manager
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Assistant Relationship Manager
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Assistant Relationship Manager
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Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full timeRoles & ResponsibilitiesRole SummaryThe Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a...
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Assistant Relationship Manager
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Singapore TIGER BROKERS (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs3. Assist manager in coordinating internal resources to meet...
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Assistant Relationship Manager
2 weeks ago
Singapore TIGER BROKERS (SINGAPORE) PTE. LTD. Full time $5,000 - $8,000ResponsibilitiesHandle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clientsFollow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needsAssist manager in coordinating internal resources to meet customer needsManage daily...
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Human Resources Generalist
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Senior Administrative Coordinator
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Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & 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...
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Relationship Manager
2 months ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & 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...
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Singapore RELATIONSHIP STUDIO PTE. LTD. Full time $2,800 - $3,200About 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 access your motivations,...
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Singapore CHINA MERCHANTS BANK CO., LTD Full timeRoles & ResponsibilitiesJob Description Assist FI Team to conduct in-depth KYC onboarding for banks and non-bank financial institutions. KYC support for various annual review/ transaction/ compliance queries for the banks’ existing FI/NBFI clients. Analyze screened adverse news to assess FI/NBFI clients’ Money Laundering Risk. Perform credit analysis...
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Assistant Relationship Manager
1 week ago
Singapore CHINA MERCHANTS BANK CO., LTD Full timeRoles & ResponsibilitiesJob Description Assist FI Team to conduct in-depth KYC onboarding for banks and non-bank financial institutions. KYC support for various annual review/ transaction/ compliance queries for the banks’ existing FI/NBFI clients. Analyze screened adverse news to assess FI/NBFI clients’ Money Laundering Risk. Perform credit analysis...
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Assistant Relationship Manager
2 weeks ago
Singapore SPARROW TECH PRIVATE LIMITED Full timeRoles & ResponsibilitiesThe 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. Support...