Assistant Relationship Manager (Private Bank)

placeToa Payoh scheduleFull-time calendar_month25/3/25

Job Description:

Our client is a leading private bank providing bespoke wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Currently, they are seeking a dedicated Assistant Relationship Manager (ARM) to support their Relationship Managers in delivering exceptional client service.

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Key Responsibilities:

Client Support & Servicing: Assist Relationship Managers in managing and servicing a portfolio of HNW and UHNW clients.

Serve as a key contact for clients, addressing inquiries and ensuring seamless communication.
Support the execution of financial transactions, including deposits, investments, and lending solutions.

Account Administration & Documentation: Handle account opening, documentation, and compliance-related requirements in line with regulatory guidelines.

Monitor and ensure timely execution of client instructions, such as fund transfers, credit approvals, and investment transactions.
Maintain and update client records, ensuring accuracy and confidentiality.

Investment & Product Support: Provide clients with information on banking products, investment opportunities, and wealth management solutions.

Assist in preparing investment proposals, financial reports, and presentations for client meetings.
Stay informed on financial markets and regulatory developments to support client advisory services.

Risk & Compliance Management: Ensure adherence to banking regulations, KYC/AML policies, and internal compliance guidelines.

Proactively monitor client accounts to detect any unusual activities and report risks accordingly.

Operational Efficiency: Collaborate with internal teams, including operations, compliance, and investment specialists, to facilitate seamless client service.

Assist in coordinating events, client engagements, and marketing activities as required.

Requirements:

Bachelor’s degree in Finance, Banking, Business Administration, or a related field.
Minimum 3+ years of experience in private banking, wealth management, or a similar client-facing role.
Strong knowledge of financial products, investment strategies, and private banking services.
Excellent communication, interpersonal, and relationship-building skills.
High level of attention to detail, accuracy, and organizational skills.
Strong understanding of regulatory requirements, KYC/AML compliance, and risk management.
Proficiency in Microsoft Office (Excel, Word, PowerPoint) and banking systems.
Ability to work under pressure in a fast-paced, client-driven environment.

EA Licence No: 23S1615

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