Assistant relationship manager

Michael Page Singapore; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Michael Page Singapore is seeking a seasoned wealth management professional to support a senior client advisor in managing ultra-high-net-worth client relationships within Asia, focusing on Indonesia and the Philippines. The role involves onboarding, KYC reviews and preparing investment materials for client meetings.

You will liaise with investment, compliance, operations and product teams to ensure smooth execution and accurate reporting, while identifying opportunities to deepen engagement

Qualifications

• Degree qualified in Finance, Business, Economics or a related discipline.
• At least 5 years of experience in private banking, wealth management, family office or financial advisory environments.
• Experience supporting high-net-worth or ultra-high-net-worth clients.
• Strong understanding of wealth management products, investment solutions and client servicing processes.
• Familiarity with client onboarding, KYC and regulatory requirements.

Responsibilities

• Support an individual senior client advisor in managing and developing relationships with ultra-high-net-worth clients and family offices.
• Coordinate account opening, onboarding, KYC reviews and client documentation processes.
• Prepare client meeting materials, portfolio reviews, investment presentations and follow-up actions.
• Act as a key contact for day-to-day client servicing enquiries and operational requests.
• Liaise with internal investment, compliance, operations and product specialists to ensure seamless execution of client transactions.
• Monitor client portfolios and assist with investment implementation, reporting and cash management requirements.
• Identify opportunities to deepen client engagement and support business development activities across the Philippines and Indonesia markets.

Skills

Interpersonal skills

Organisational skills

Stakeholder management

Client onboarding knowledge

KYC familiarity

Education

Finance/Business/Economics degree

Job description

• Support coverage of UHNW clients focusing in Indonesia and Philippines
• Join a growing multi-family office platform in Asia

About Our Client

Our client is a growing multi-family office, providing bespoke wealth management, investment advisory, succession planning and family governance solutions to ultra-high-net-worth families. The organisation adopts a client-centric and open-architecture approach, delivering customised solutions across investment management, private markets, estate planning and philanthropic initiatives.

Job Description

• Support an individual senior client advisor in managing and developing relationships with ultra-high-net-worth clients and family offices
• Coordinate account opening, onboarding, KYC reviews and client documentation processes
• Prepare client meeting materials, portfolio reviews, investment presentations and follow-up actions
• Act as a key contact for day-to-day client servicing enquiries and operational requests
• Liaise with internal investment, compliance, operations and product specialists to ensure seamless execution of client transactions
• Monitor client portfolios and assist with investment implementation, reporting and cash management requirements
• Identify opportunities to deepen client engagement and support business development activities across the Philippines and Indonesia markets

The Successful Applicant

• Degree qualified in Finance, Business, Economics or a related discipline
• At least 5 years of experience in private banking, wealth management, family office or financial advisory environments
• Experience supporting high-net-worth or ultra-high-net-worth clients
• Strong understanding of wealth management products, investment solutions and client servicing processes
• Familiarity with client onboarding, KYC and regulatory requirements
• Strong interpersonal, organisational and stakeholder management skills
• Ability to manage multiple priorities while maintaining high attention to detail
• Proactive, client-focused and capable of working in a fast-paced environment

What's on Offer

The organisation promotes a collaborative environment, ongoing professional development, competitive remuneration, performance-based incentives and comprehensive employee benefits.