Assistant Relationship Manager

4 days ago

Singapore AL WEALTH PARTNERS PTE. LTD. Full time

**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 balance, for motivated individuals who want to continue their career in the Wealth Management industry and be mentored by seasoned and well-regarded banking/investment founders of the company.

**Job Scope includes**:
**Client Servicing and Account Management Support**
- 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.

**The Profile**

**Requirements**:

- Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset).
- At least 3 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?”

of your test results.

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