Assistant Relationship Manager - Private Banking
Company overview
Founded in 2018 as a family office and external asset manager, we have rapidly evolved into a prominent player in Singapore’s financial landscape. In 2020, we achieved a significant milestone, attaining over US$250M AUM. Since then, we have continued to grow – our current AUM stands at over US$400M.
Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape. In the dynamic and complex world of finance, we are our client’s partner in safeguarding and growing our client wealth.
As we step into 2024, we are thrilled to announce our transformation from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients. With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client’s wealth.
Why join us?
We serve the clients in the pinnacle of the wealth management industry where you will gain valuable experience servicing the top 5% of the industry’s client. Our team is young and closely knitted whom strives to provide quality wealth management service to our ultra high net worth clients.
Job Responsibilities:
- Assist Relationship Managers in managing a portfolio of high-net-worth clients, providing personalized financial solutions.
- Preparation of financial analyses and position trackers
- Collaborate with other departments (e.g., Wealth Management, Investment Advisory, Compliance) to ensure seamless service delivery
- Assist in conducting client reviews, identifying opportunities for cross-selling financial products and services.
- Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
- Support administrative tasks related to account opening, client’s account review, documentation, and client servicing.
- Assist in resolving client inquiries, issues, and concerns in a timely and professional manner.
- Participate in client events and presentations to enhance relationship with clients.
We’re looking for:
- Fresh graduate with Bachelor or Diploma in Accounting, Business, or a related field.
- Poly graduates are welcome to apply
- Willing to work on flexible schedule
- Understanding of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to work effectively in a fast-paced, dynamic environment.
- Demonstrated professionalism, integrity, and confidentiality.
