Assistant Relationship Manager

1 week ago


Singapore JMC CAPITAL FAMILY OFFICE SINGAPORE PTE. LTD. Full time

1. Perform account opening and support RMs in completing KYC review and related documentation;
2. Handle all client onboarding documents and reporting comply with related regulatory requirements and internal guidelines;
3. Provide administrative support to RMs and liaise with relevant departments to execute transactions;
4. Answer queries from RMs on transactional activities, operations, systems and assist RMs to resolve problem;
5. Communication with different private banking, investment banks, and securities firms

**Person Specification (including qualifications, experience, knowledge, skills and expertise)**
- Preferably a Degree holder or equivalent;
- Familiar with KYC and account documentation with knowledge of wealth management products;
- With a minimum of 5 years of Assistant Relationship Manager experience in Private Banking /or Wealth Management a must;
- Sound knowledge in private banking operations and related legal and regulatory requirements;
- Good command of written and spoken English and Chinese (including Mandarin); if Cantonese then better



  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    **About Us** We are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best - helping you achieve a high self-mastery level of self-awareness and personality integration. We also access your...


  • Singapore AL WEALTH PARTNERS PTE. LTD. Full time

    **The Job** **Assistant Relationship Manager** We offer a position to support the growth of our client relationship management team. Unlike traditional banks and fund management houses, we do not focus on buying AUM by hiring RM, but our main priority is rather to mentor and train you to eventually become the best RM to our clients. We support work-life...


  • Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    **JOB DESCRIPTION** - 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...


  • Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    **JOB DESCRIPTION** - 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...


  • 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...

  • HR Admin

    2 hours ago


    Singapore Relationship Studio Pte Ltd Full time

    Company Relationship Studio Pte Ltd - relationshipstudio.sg Designation HR Admin Date Listed 07 Oct 2024 Job Type Experienced / Senior Executive - Full/Perm Job Period Immediate Start, Permanent Profession Human Resources Industry Others Location Name Singapore Allowance / Remuneration $2,900 - 3,200 monthly Company Profile We are a...


  • Singapore Raffles Family Office Pte. Ltd. Full time

    At Raffles, we are people first, people who can think beyond a label. We are one dynamic and entrepreneurial team. Fun, respectful, solidarity - Just like a family. We consistently strive to provide a workplace that nurtures diverse yet inclusive corporate culture, and encourages professional development. And we believe that this will enable us to create...


  • Singapore METACOMP PTE. LTD. Full time

    **Position Overview**: **Responsibilities**: - **Client Relationship Management**:Assist the Relationship Manager in building and maintaining strong relationships with clients, addressing their inquiries, and providing timely support. - **Client Onboarding**:Facilitate the onboarding process for new clients, including collecting required documentation,...


  • 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...


  • Singapore LOOK CAPITAL PTE. LTD. Full time

    **Company Overview**: LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 2 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal and tax advisory,...


  • Singapore Schroders Full time

    **Overview of role** To work closely with the Relationship Managers (RM) to ensure superior client experience by providing excellent administrative and organisational support in all clients related processes. This entails provision of support to the RMs on a broad spectrum of activities. To be the point of contact in delivering exceptional services in...


  • Singapore HR-PRO RECRUITMENT SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:To handle customer enquires To maintain MNC & SME clients' portfolio (mostly MNC) To assist department head for internal reporting and data consolidation To assist the Relationship Managers on credit and marketing activities such as account opening, know your customer review (KYC), prepare financial spreadsheet,...


  • 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...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client is an international bank that offers a comprehensive range of services, including trade financing, corporate banking and private banking. It serves as a regional hub, integrating trade finance and cash flow services to assist clients in expanding their business presence in the ASEAN market.about the jobAssist in managing...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client is an international bank that offers a comprehensive range of services, including trade financing, corporate banking and private banking. It serves as a regional hub, integrating trade finance and cash flow services to assist clients in expanding their business presence in the ASEAN market.about the jobAssist in managing...


  • Singapore Hays Full time

    **Your new role** As the Assistant Relationship Manager, you are required to support the relationship managers in the team with credit proposals, KYC and legal documentation. You are also required to attend client meetings with the relationship managers and be involved in credit negotiation. You will need to negotiate and liaise with both the customer and...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    A Private bank is recruiting for an Assistant Relationship Manager. **Responsibilities** - Perform clients consultation - Responsible for account openings and processing of clients' orders - Support Relationship Managers in all organizational related matters - Conduct market research based on clients' request **Requirements**: - Degree in Business,...


  • Singapore IAM ASIA CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesOverview: We are seeking a proactive and dynamic Assistant Relationship Manager to join our team. The ideal candidate will support Relationship Managers in delivering exceptional service to our high-net-worth clients, ensuring their banking needs are met with the highest level of professionalism and efficiency.Key Responsibilities: ...


  • Singapore RESONA MERCHANT BANK ASIA LIMITED Full time

    **Key Responsibilities are as follows**: 1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations. 2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements. 3. Track and monitor...


  • Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time

    Working within a front office team of 11 full time staff - Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clients **Experience** - You will be working in a dynamic fast growing strategic sector in Singapore - You will be working within a well established business with opportunities to develop and shape the...