Assistant Relationship Manager, Private Banking
Salary undisclosed
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Our client is a prestige European Private Bank based in Singapore. As part of its strategic expansive, we are seeking an experienced Assistant Relationship Manager to join at dynamic team. In this role, you will support Relationship Managers (RMs) in managing a portfolio of high-net-worth clients by delivering exceptional service, handling administrative tasks, and ensuring regulatory compliance.
Key Responsibilities:
- Serve as the primary point of contact for clients, handling daily account administration across the Bank’s services and products.
- Respond promptly and professionally to client requests, managing tasks end-to-end and collaborating with other teams to ensure timely and accurate delivery.
- Support RMs in managing client relationships, including account opening, reporting, annual reviews, and credit applications.
- Handle transaction processing, account maintenance, and service delivery to meet client requirements.
- Prepare ad-hoc reports for clients as needed.
- Identify and implement improvements to processes to enhance client satisfaction.
- Ensure compliance with all regulatory and internal policies, performing gate-keeping functions for RMs.
- Stay updated on market trends, economic developments, and product offerings.
Skills and Qualifications:
- Bachelor’s degree with at least 5 years of experience in Wealth Management.
- CACS certifications.
- Strong knowledge of trade bookings, settlements, account opening documentation, payment processing, and securities transfers.
- Familiarity with legal and regulatory requirements.
Personal and Social Attributes:
- Excellent organizational and problem-solving skills.
- Strong interpersonal skills, approachable and client-focused.
- Ability to work under pressure and exercise good judgment.
- A natural team player with a genuine interest in people and passion for client service.
- Persistent, persuasive, and adaptable.
If you’re passionate about delivering exceptional client service and thrive in a dynamic environment, we invite you to apply by submitting your CV in word format.