Assistant Relationship Manager
Key Responsibilities
- Provide day-to-day support to Relationship Managers in managing HNW/UHNW client relationships.
- Act as a key point of contact for clients on operational and administrative matters.
- Coordinate account opening, maintenance, periodic reviews, and KYC/AML documentation.
- Assist with onboarding new clients and ensuring all regulatory requirements are fulfilled.
- Support execution of investment transactions across various asset classes, including equities, bonds, funds, structured products, and FX.
- Liaise with internal stakeholders such as Compliance, Operations, Client Onboarding, Credit, Product Specialists, and Risk teams.
- Prepare client meeting materials, investment proposals, portfolio reviews, and presentation decks.
- Monitor client portfolios and follow up on pending transactions, documentation, and service requests.
- Ensure timely resolution of client queries and requests while maintaining high service standards.
- Support Relationship Managers in identifying opportunities to deepen client relationships and grow assets under management (AUM).
- Maintain accurate client records in accordance with internal policies and regulatory requirements.
Requirements
- Bachelor's degree or Diploma in Banking, Finance, Business, Economics, or related discipline.
- Minimum 1-5 years of experience in Private Banking, Wealth Management, Retail Priority Banking, External Asset Management (EAM), Family Office, or a related financial services environment.
- Experience supporting Relationship Managers and handling client servicing responsibilities.
- Familiarity with account opening processes, KYC/AML requirements, and investment products.
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications.
- CACS certification or willingness to obtain the relevant licensing requirements.
- Proficiency in additional Asian languages (e.g. Mandarin) is advantageous due to interaction with regional clients.
FAQs
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