Assistant Relationship Manager

21 hours ago

Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

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 Relationship Manager**

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
- Minimum 3-5 years of relevant experience from banking or EAM
- Solid understanding of MAS regulatory requirements
- 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

**What We Offer**
- Hands-on exposure and organic growth in private wealth and fund management
- Clear career advancement pathways toward senior or team leadership roles
- Access to regular internal and external training programs
- Opportunities to expand your skillset beyond the defined role
- A supportive, family-oriented work environment

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