We are supporting a regional private bank in the hire of an Assistant Relationship Manager to provide dedicated support to Relationship Managers in delivering a high level of service to high-net-worth clients and ensuring the smooth execution of day-to-day banking and investment activities.
Key Responsibilities
- Support Relationship Managers in managing and servicing high-net-worth clients across banking and wealth management products
- Assist with account opening, account maintenance, KYC reviews, and client onboarding documentation
- Process and follow up on client instructions, investment transactions, fund transfers, and other banking requests
- Coordinate with internal stakeholders including Operations, Compliance, Credit, and Product teams to ensure timely execution of client requests
- Prepare client meeting materials, portfolio reviews, investment subscription documents, and account reports
- Ensure all client records and documentation are accurate, complete, and maintained in accordance with regulatory and internal requirements
- Monitor account activities and support periodic reviews and remediation exercises
- Assist Relationship Managers in identifying opportunities to deepen existing client relationships
- Provide prompt and professional support to clients on day-to-day enquiries and requests
Requirements
- Degree in Banking, Finance, Business, Economics, or a related discipline
- Minimum 3 years of experience within Private Banking in an Assistant Relationship Manager, Client Services, Account Services, Client Onboarding, or related support capacity
- Experience supporting high-net-worth clients and Relationship Managers within a Private Banking environment
- Familiarity with account opening, KYC, client onboarding, and wealth management products
- Strong understanding of Private Banking processes and client servicing standards
Interested applicants are welcome to submit their updated CV for a confidential discussion.
Claire Ang (R22109899)
EA Licence No.: 22S1193
