Assistant Relationship Manager, Private Banking

2 weeks ago

Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

As an ARM, you will work alongside Relationship Managers to ensure the seamless delivery of banking, investment, and credit solutions to clients. You will play a critical role in managing client relationships, handling day-to-day requests, and ensuring compliance with internal and regulatory standards.

**Key Responsibilities**:

- Serve as the primary point of contact for day-to-day client servicing, including account operations, transaction support, and general queries.
- Partner with Relationship Managers in preparing investment proposals, portfolio reviews, and client presentation materials.
- Ensure smooth execution of client transactions across a wide range of banking, investment, and credit products.
- Oversee client onboarding, account opening, and periodic KYC/AML reviews in line with MAS regulations.
- Maintain accurate and up-to-date client records, while proactively monitoring for compliance and risk issues.
- Work closely with product specialists and internal partners to deliver tailored solutions.
- Support client engagement activities, including events, marketing initiatives, and business development efforts.
- CACS Paper 1 & 2 certification.
- At least 5 years of direct experience in Private Banking, with recent experience in a similar ARM role within a private bank.
- Strong knowledge of private banking products (investments, FX, credit, structured solutions) and MAS regulatory requirements.
- Excellent communication and interpersonal skills, with a client-first mindset.
- Fluency in English; additional Asian language skills (e.g., Mandarin, Malay, Bahasa, Thai) are highly valued for regional client coverage.

EA License No. 16S8296 RCB No. 201417088Z EA Reg No. R24123534 (Seow Xin Ling)

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