Personal Assistant For Wealth Manager

1 week ago

East Region, Singapore A&B Organisation Pte Ltd Full time $60,000 - $120,000 per year
About the Role

We are seeking a highly organised and resourceful Personal Assistant to support a Wealth Manager in managing daily business operations, client engagements, and exclusive event planning. This role requires someone with excellent communication skills, keen attention to detail, and a professional presence when dealing with high-net-worth individuals and partners.

You will play a vital role in ensuring the Wealth Manager's time is optimised, operations are seamless, and clients are consistently impressed with both service quality and curated experiences.


Key Responsibilities

Administrative & Executive Support

  • Manage calendars, meetings, calls, and travel arrangements
  • Draft business correspondence, reports, decks, and meeting summaries
  • Track expenses, claims, and business reimbursements
  • Organise and maintain confidential records and documents

Client Coordination & Communication

  • Liaise with HNW clients, bankers, legal teams, and service providers
  • Coordinate and prepare materials for client meetings and reviews
  • Assist in onboarding, KYC/AML documentation, and CRM maintenance
  • Follow up on client instructions, deliverables, and deadlines

Operational & Business Support

  • Assist in preparing investment proposals, reports, and briefing materials
  • Stay updated on client portfolios, product offerings, and market updates
  • Coordinate internal and external stakeholders on projects and client needs

Event Planning & Execution

  • Plan and manage exclusive client appreciation events, seminars, and private networking sessions
  • Handle vendor sourcing, guest list coordination, venue logistics, and post-event feedback
  • Ensure all events align with brand image and client expectations
  • Support digital and in-person event communications (invitations, reminders, RSVPs)

What We're Looking For Why Join Us?

  • Be part of a dynamic and fast-growing wealth management environment
  • Gain hands-on exposure to client servicing, investment processes, and event planning
  • Opportunities to participate in exclusive networking sessions with high-net-worth individuals and industry leaders
  • Enjoy curated dining experiences and atas meals during client meetings and events
  • Potential for overseas travel opportunities tied to client engagements and regional events
  • Supportive team culture with mentorship and growth opportunities
  • Competitive salary with performance-based incentives
  • No prior experience required — fresh graduates are welcome to apply
  • Open-minded, eager to learn, and comfortable working in a fast-paced environment
  • Excellent communication and interpersonal skills
  • Strong sense of responsibility, integrity, and attention to detail
  • Able to multitask and stay organised under pressure
  • Proficient in basic computer applications (MS Office, email, etc.)
  • Minimum qualification: Local Diploma from a recognised institution

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