Assistant Relationship Manager

2 days ago

Singapore SNAPHUNT PTE. LTD. Full time

**The Role**

Your Responsibilities will include:

- Assist the Relationship Managers with maintaining and further developing existing clients designated under their care.
- Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible.
- Ensure clear and proactive communication within the team, as well as support the Relationship Managers on crafting their communications and provision of service to clients.
- Assist the Relationship Managers with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
- Participate in the account meetings/reviews with clients (on and offshore) alongside the Relationship Managers; Prepare 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.

**Ideal Profile**

Skills Required:

- Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients
- At least 2 years of related working experience in a bank or fund management company, preferably in the upper middle position in operations department or as an Assistant Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry but have a great client servicing capability and relationship building skill.
- Required Skill(s): Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.

**What's on Offer?**
- We offer a position to build our client relationship management support team.
- You will join and contribute to the growth of a market leader in Wealth and Asset Management.
- You will be mentored and trained as an Assistant RM (ARM) to eventually become the best RM to our clients.
- You will work alongside and interact daily with our co-founders, and seize a unique opportunity to learn from best-in-class talents and build up your experience and career to become the best in your field.
- You will be given an opportunity to be incentivized based on the Company’s growth.
- We support work-life balance, for motivated individuals who want to continue their career in the Wealth Management industry and be mentored by seasoned and well-regarded banking/investment founders of the company.

**About us**

AL Wealth Partners Pte Ltd is a leading home-grown boutique Multi-Family Office and External Asset Manager in Singapore. It is a specialist firm that offers not only traditional investment management services but additionally helps clients to manage the emotional impact their wealth has on their lives and we often take on the role of the family’s multi-generations’ financial therapist and gatekeeper of their wealth.

**Ref: CCQYVJ7OXA

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