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.

Desired Skills and Experience 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.