Assistant Relationship Manager

Selby Jennings; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Selby Jennings in Singapore seeks a client servicing specialist to support Relationship Managers in managing HNW/UHNW client relationships, acting as the main contact for operational matters. You will coordinate account openings, periodic reviews, and KYC/AML documentation, while assisting onboarding and regulatory compliance.

The role covers investment transactions across equities, bonds, funds, structured products, and FX, with liaising to Compliance, Operations, Onboarding, Credit, Product

Qualifications

• Bachelor's degree or Diploma in Banking, Finance, Business, Economics, or related discipline.
• 1–5 years in Private Banking or related financial services.
• Experience supporting Relationship Managers and client servicing.
• Familiarity with account opening, KYC/AML, and investment products.
• Attention to detail and ability to multitask in a fast-paced environment.
• Excellent communication and interpersonal skills.

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 asset classes including equities, bonds, funds, structured products and FX.
• Liaise with Compliance, Operations, Client Onboarding, Credit, Product Specialists and Risk teams.
• Prepare client meeting materials, investment proposals, portfolio reviews and decks.
• Monitor client portfolios and follow up on pending transactions and service requests.
• Ensure timely resolution of client queries while maintaining high service standards.
• Identify opportunities to deepen client relationships and grow AUM.
• Maintain accurate client records in line with internal policies and regulatory requirements.

Skills

Attention to detail

Communication skills

Interpersonal skills

Multitasking

KYC/AML familiarity

Microsoft Office

Client servicing

Mandarin (adv.)

Education

Bachelor's or Diploma in Banking/Finance/Business

Tools

Microsoft Office

Job description

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.

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.