Relationship Manager Assistant

**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...

**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 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...

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...

**Key Responsibilities**: - Generate and maintain Sales reports for the department and the Relationship Managers. - Conduct Know Your Customer (KYC) and assist with client onboarding - Handle account maintenance, periodic reviews - Support Relationship Managers on trade transactions and facilitate coordination within the sales team. - Assist the...

**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,...

**Key Responsibilities**: - **Client Support**: - Assist Relationship Managers in managing and growing a portfolio of high-net-worth clients. - Serve as a primary point of contact for clients in the absence of the Relationship Manager. - Address client inquiries, resolve issues, and provide timely information regarding their accounts and banking...

Avallis Investments is a Capital Markets Services (CMS) license holder with core business capabilities in External Asset Management (EAM), Portfolio Management, and Fund Management. We serve a discerning clientele that includes High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, Accredited Investors, and Family Offices. **Assistant...

Job description 1. Key Responsibilities as an Assistant Relationship Manager: Relationship Management and Client Service• \tClient Outreach: Proactively contact new and existing clients to address mortgage inquiries and build relationships.• \tClient Support: Provide timely and efficient support to clients throughout the mortgage process, including...

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...