Assistant Relationship Manager (EAM)

As a Wealth Management generalist, the Client Service Officer (CSO) / Assistant Relationship Manager (ARM) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works within the EAM Desk. You will be supporting supporting one or more Relationship Managers (RM) in the administrative and operational management of their clientele portfolios.

Independent asset management continues to shape the future of wealth management globally, and for Indosuez Wealth Management, the EAM segment is a strategic growth priority.

With dedicated EAM services available in 11 offices and access to 9 Indosuez booking centres, we offer a strong international platform built to support long-term client success.

Within our EAM Desk in Singapore, top-performing CSOs have a clear career path to grow into an EAM Relationship Manager role and contribute to an ambitious, high-performing team.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:

• Open accounts, prepare documentation and general instructions;
• Process credit approvals, investment and deposit transactions;
• Execute clients’ instructions;
• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
• Ensure that private banking transactions comply with the Bank’s policies and legal requirements;
• Key contact for clients’ enquires on daily operational basis;
• Conduct controls-related duties (eg. call-back, etc); and
• Assume any other tasks as assigned.

Key Requirements

• University degree or equivalent
• Additional certification such as CACS Paper 1 and 2 is required
• 5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantage
• Good communication and interpersonal skills.
• Ability to thrive under a fast pace environment while remaining empathetic, passionate and resilient
• Customer oriented, self-motivated and meticulous
• Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.