Associate, Assistant Relationship Manager – Wealth Management

**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...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

**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...

Roles & ResponsibilitiesWealth Management AssociateAre you experiencing slow income or career growth? No work-life-balance? At risk of retrenchment through events you cannot control?It may be time to change your mindset about what a rewarding career means, and how you are going to achieve your life goals in the next 10 years…Join the dynamic team at CO...

**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

A distinguished European private bank is seeking an ambitious Assistant Relationship Manager (ARM) to partner with senior bankers in delivering tailored offshore wealth solutions. This is a rare chance to develop your career within an international platform renowned for its client-centric approach.Why This Role?Join a distinguished European private banking...

A well-established regional private bank is hiring an Assistant Relationship Manager (ARM) to support senior bankers in delivering bespoke wealth solutions to HNW and UHNW clients across Asia. This role offers excellent learning exposure within a recognized banking platform.Why This Role?Join a reputable regional bank with strong presence in Asia.Work...

A dynamic wealth management brokerage platform is seeking a motivated Assistant Relationship Manager (ARM) to support relationship managers in managing and growing client portfolios. This is an excellent opportunity to gain exposure to front-office private wealth and build your career in a fast-paced, client-focused environment.Why This Role? Be part of a...

**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...