Assistant Relationship Manager

1 week ago


Singapore GRANDWAY FAMILY OFFICE PTE. LTD. Full time

***
- Assist the Relationship Manager with the development and maintaining of client management.
- Support the Relationship Manager with KYC & Investment Risk Profiling on all clients
- Ensure clear and proactive communication with the team in crafting communications and provision of service to clients.
- Participate in the account meetings/reviews with clients alongside the Relationship Manager; Preparation of all materials (including valuation reports, etc) needed for such meetings and assist in taking the minutes/call notes for such meetings.
- Ensure the efficient execution of client orders, trouble shooting, damage control & liaison with the platform banks and proper adherence to all relevant compliance requirements.
- Liaise with regulatory compliance parties to ensure licensing requirements are met as timely as possible.

**QUALIFICATIONS AND COMPETENCIES
- Bachelor's Degree/ Post Graduate Diploma/ Professional Degree in any field of business/finance
- Bilingual Required: English, Chinese (Strong in Written and oral Mandarin) to be able to liaise with clients. And a third language in Thai or Tagalog is preferred but not required.
- At least 3 years of related working experience in private banking related fields

Asset class specialisation: Equities, Fixed Income, Funds, Private Equities, FX/MM, Hedge Funds, Securities, Commodities.

Other Skill(s) Required: On-boarding/KYC of clients, Risk Profile Assessment, Investment Transaction Settlement, Client Servicing/Relationship management, Financial Analysis, Investment Portfolio Construction experience, and liaison with Regulatory submission.

**Salary: SGD4,800 to SGD6,800



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