Assistant Relationship Manager

1 week ago

Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

**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 proactive communication within the team, as well as support the Relationship Managers on crafting their communications and provision of service to clients.
- Assist the Relationship Managers with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
- Participate in the account meetings/reviews with clients (on and offshore) alongside the Relationship Managers; Prepare all materials (including valuation reports, etc) needed for such meetings and assist in taking the minutes/call notes for such meetings.
- Ensure the efficient execution of client orders, trouble shooting, damage control & liaison with the platform banks and proper adherence to all relevant compliance requirements.

**QUALIFICATIONS AND COMPETENCIES**
- Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients.
- At least 2 years of related working experience in a bank or fund management company, preferably in the upper middle position in operations department or as an Assistant Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry but have a great client servicing capability and relationship building skill.
- Required Skill(s): Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.1. Your **video **to answer the following (please send in a readable file format, not through file sharing website:

- If you were not working in wealth management/banking, what would be your ultimate personal goal or prefer job/career? And what is the timeframe you plan to make such switch?
- Share an experience of a mistake you have made and what you learned from such mistake.

2. A **PowerPoint presentation **giving few slides on “What do you think HNWIs are seeking from wealth advisors?”

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