Junior Assistant Relationship Manager

2 weeks ago

Central Region, Singapore AVALLIS FINANCIAL PTE. LTD. Full time $40,000 - $60,000 per year

We are seeking a proactive and detail-oriented Assistant Relationship Manager (ARM) to support our Wealth Management and Fund Management teams. This role is instrumental in ensuring seamless execution of daily business activities, high-quality client service, and operational efficiency. You will work closely with Relationship Managers (RMs) and the Head of the Fund Team.

Key Responsibilities

  • Support Relationship Managers and the Fund Team in day-to-day operations and client servicing
  • Assist in executing client instructions and ensure prompt processing of transactions and services
  • Handle trade orders, monitor fund movements, prepare account opening documentation, and maintain instruction checklists
  • Liaise with external stakeholders such as private banks and financial institutions on matters including trade execution, account maintenance, and other client-related activities
  • Monitor trade reconciliations, settlement of investment transactions across asset classes
  • Contribute to process improvements and operational efficiency initiatives
  • Assist with the marketing and preparation of new funds, investment outlook materials, and related documentation
  • Provide secondary support in portfolio monitoring and management
  • Engage with partners and counterparties including custodian banks, securities firms, legal advisors, trust administrators, and accounting firms
  • Manage and maintain proper filing of client and firm documentation

Requirements

  • Holds a Bachelor's degree in Banking, Finance, or related discipline
  • Solid understanding of MAS regulatory requirements
  • Minimum 2 years of relevant experience. Fresh graduates are welcome to apply
  • Strong interpersonal and communication skills
  • Highly meticulous and detail-oriented, even in high-pressure situations
  • Adaptable, with the ability to manage changing demands with professionalism and discretion
  • A collaborative team player with a proactive and solutions-driven mindset
  • Proficient in Microsoft Office, particularly Excel and PowerPoint
  • Excellent command of English, especially in business and professional communication
  • Proficiency in Mandarin is required to manage Mandarin-speaking clients
  • Applicable for Singaporeans and Singapore Permanent Residents

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