Assistant Relationship Manager

4 days ago

Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time

This position reports to the Managing Director of Blue Altitude Capital.

**Responsibilities**:

- Assist and support the Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
- Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients’ requirements
- Understand desk administration and ability to manage the meetings and travel arrangements of RMs
- Understand client requirements and assist RMs in daily maintenance of account relationships
- Act as the client key interface over initiation of clients’ instructions, monitor funds for payments, prepare clients’ fax instructions, forms and loan disbursement instructions
- Ability to understand issues and appropriately escalate to Management in a timely fashion
- Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
- Ensure timely follow up on client calls / queries
- Ensure compliance with all regulatory requirements
- Track and follow up on outstanding documentation and client outstanding fee payments

**Requirements**:

- Bachelor's degree or equivalent experience;
- Keen interest in wealth management in a dedicated client relationship role;
- Highly driven and possess the ability to succeed within a challenging environment;
- Outgoing disposition, well-equipped with good communication and interpersonal skills;
- Ability to work independently and in a team;
- Good command of both spoken and written English and Mandarin;
- Fresh graduates are welcome to apply.

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