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Assistant Relationship Manager, Leading Private Bank

2 weeks ago

Singapore Empower Partners Search Full time

**Key Responsibilities**:

- **Client Support and Account Management**:Assist Relationship Managers in managing and servicing clients' accounts, including responding to client inquiries, processing transactions, and ensuring all client documentation is accurate and up-to-date.
- **Investment Portfolio Monitoring**:Support in monitoring clients' investment portfolios by tracking performance, preparing reports, and conducting research to provide insights and recommendations that align with clients' financial goals.
- **Compliance and Risk Management**:Ensure all client interactions and transactions comply with regulatory requirements and internal policies. Assist in maintaining proper documentation and flagging any potential risks or irregularities to the Relationship Manager.

**Requirements**:

- **Education**:Bachelor’s degree in finance, economics, business administration, or a related field.
- **Experience**: Minimum 3 years of experience in private banking, wealth management, or a similar client-facing financial services role.
- **Skills**:Strong understanding of financial products and investment strategies, excellent client relationship and communication skills, and keen attention to detail with a solid grasp of compliance standards.

**Application Process**:
License No: 24S2395

Registration No: R1874438