Assistant Relationship Manager

13 hours 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.

  • Campus Network Engineer

    2 weeks ago

    Singapore Assistant ManagerDeputy Manager Full time

    You will work alongside a team of energetic and passionate technology evangelists who are constantly thinking about making a difference to the way technology shapes one of the world's busiest port. Every ICT employee is given opportunity to innovate, influence and redefine how we work and to boldly pursue big ideas that power digital transformations for our...

  • Data Center Network Engineer

    2 weeks ago

    Singapore Assistant ManagerDeputy Manager Full time

    You will work alongside a team of energetic and passionate technology evangelists who are constantly thinking about making a difference to the way technology shapes one of the world's busiest port. Every ICT employee is given opportunity to innovate, influence and redefine how we work and to boldly pursue big ideas that power digital transformations for our...

  • Assistant Relationship Manager

    6 days 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...

  • Assistant Relationship Manager

    30 minutes ago

    Singapore LGT Crestone Wealth Management Limited Full time

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Job DescriptionAssistant Relationship ManagerRequirementsAssistant Relationship ManagerContact InformationWe...

  • Assistant Relationship Manager

    4 days ago

    Singapore METACOMP PTE. LTD. Full time

    **Position Overview**: **Responsibilities**: - **Client Relationship Management**:Assist the Relationship Manager in building and maintaining strong relationships with clients, addressing their inquiries, and providing timely support. - **Client Onboarding**:Facilitate the onboarding process for new clients, including collecting required documentation,...

  • Assistant Relationship Manager

    13 hours ago

    Singapore LOOK CAPITAL PTE. LTD. Full time

    **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,...

  • Relationship Management Assistant

    1 week ago

    Singapore Schroders Full time

    **Overview of role** To work closely with the Relationship Managers (RM) to ensure superior client experience by providing excellent administrative and organisational support in all clients related processes. This entails provision of support to the RMs on a broad spectrum of activities. To be the point of contact in delivering exceptional services in...

  • Relationship Management Assistant

    1 week ago

    Singapore Schroders Full time

    **Overview of role** To work closely with the Relationship Managers (RM) to ensure superior client experience by providing excellent administrative and organisational support in all clients related processes. This entails provision of support to the RMs on a broad spectrum of activities. To be the point of contact in delivering exceptional services in...

  • Assistant Relationship Manager

    6 days ago

    Singapore IAM ASIA CAPITAL PTE. LTD. Full time

    **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...

  • Relationship Manager Assistant

    2 weeks ago

    Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time

    Working within a front office team of 11 full time staff - Working alongside 4 other RMAs supporting 4 Relationship Managers (“RM”) managing UHNW clients **Experience** - You will be working in a dynamic fast growing strategic sector in Singapore - You will be working within a well established business with opportunities to develop and shape the...