Assistant Relationship Manager

Responsibilities

• Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.
• Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions.
• Handle account openings, transactions, and investment orders accurately and promptly.
• Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
• Work with Operations, Compliance, Legal, and Product teams to ensure smooth service delivery and regulatory compliance.
• Perform client due diligence, maintain accurate records, assist with portfolio reviews, and provide market insights to enhance client portfolios.
• Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

Requirements

• Bachelor's degree in Finance, Business or a related field.
• At least 5 years of relevant experience in private banking, wealth management, or financial services.
• Proficiency in Mandarin (spoken and written) to communicate effectively with Mandarin-speaking clients across the Southeast Asia region.
• Proven ability to build and maintain strong client relationships with excellent communication and interpersonal skills.
• Possess CACS Certifications 1 & 2

We regret to inform that only shortlisted candidates will be notified. Appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R1872039
EA Personnel Name: Nurdiana Teng Abdullah