Assistant Relationship Manager

6 days ago

Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

As an Assistant Relationship Manager, your main role is to support the business operations of Wealth Management and the Fund Team. You work closely with the Relationship Managers (RMs), and the Head of Fund Team ranging from administrative support, client servicing to trade executions.

**Responsibilities**:

- Supporting RMs and the Fund Team in their daily business activities
- Assisting RMs in taking and executing clients’ instructions and ensuring timely transaction processing and service delivery
- Executing duties such as (but not limited to) processing documentation for account openings, monitoring cash and securities transfer, placing trade orders and updating client portfolio reports
- Liaising with external partners such as private banks, investment banks, custodian banks, securities firms, product providers, trust administrators, legal firms, accounting firms, trustees etc. in matters pertaining to clients’ trades, account maintenance, and any matter related to clients’ services
- Following up on trade settlements, loan rollovers and investment transactions across the classes of assets
- Checking of retrocession reports and raise for reconciliation when required
- Initiating project/process enhancement as the need arises
- Management and filing of clients’ and firm’s documents

**Requirements**:

- Minimum Degree in Banking / Finance
- Good inter-personal and communication skills
- Meticulous, attention to details, even when under pressure
- Ability to adapt to changing demands and handle with tact and discretion
- A team player who takes initiatives
- Above average proficiency in Microsoft Office particularly Excel and Power Point
- High Proficiency in English is mandatory especially in business English as our stakeholders and counter parties are banks and financial institutions
- Proficiency in Mandarin is required as you are required to service Chinese speaking clients

**What we offer**
- Organic growth and development of skills/experience in private wealth management and fund Management
- Career progression to senior level or team management
- Regular internal and external training sessions in private wealth management and fund management
- Opportunity to develop skills beyond job scope
- Family-oriented work culture

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