Assistant Relationship Manager

WILLMARK ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

WILLMARK ADVISORY PTE. LTD. in Singapore seeks an Assistant Relationship Manager for the SEA & North Asia desk to support UHNW client servicing and portfolio administration.

You will handle onboarding, KYC/AML checks, and daily trade processing with attention to regulatory compliance. Fluency in English and Mandarin is required. The role emphasizes cross-border client management, risk controls, and accurate fee/gross payments, working with RMs and clients to ensure seamless service delivery

Qualifications

• End-to-end account opening for UHNW individuals with rigorous CDD, KYC and AML in line with MAS guidelines.
• Manage onboarding for UHNW clients and coordinate with RMs for smooth client experience.
• Support trade execution and processing with care to accuracy and timeliness.
• Provide operational support and resolve settlements issues, discrepancies and delays promptly.
• Ensure transactions and daily workflows comply with internal risk controls and regulatory standards.

Responsibilities

• Onboard clients and perform KYC/AML reviews for new UHNW accounts.
• Process and verify client trades as routed by RMs/Clients.
• Serve as primary ops contact for RMs, addressing issues quickly.
• Prepare portfolio valuations, account summaries and statements.
• Adhere to cross-border rules and regulatory frameworks in all dealings.

Skills

Bilingual English Mandarin

Interpersonal skills

Client onboarding

Education

Bachelor's degree

Job description

Our client is a Prominent Foreign Financial Institution and are searching for a self-motivated and detailed Assistant Relationship Manager for their SEA & North Asia desk.

This role will provide critical operational support for the Southeast Asia & North Asia desk. Managing complex account openings, multi-custody order executions and ongoing portfolio administration with rigorous compliance reviews to ensure a seamless service experience for their ultra high-net-worth clients is critical.

KEY RESPONSIBILITIES

• Client Onboarding & KYC: Manage the end to end account opening process for Individual Ultra High-net-worth accounts. Perform rigorous CDD, KYC and AML checks in line with MAS guidelines.
• Trade Execution & Processing: Receive, verify and accurately execute orders routed by dedicated RMs/Clients via telephone or secured institutional messaging systems.
• Operational Support & Troubleshooting: Serve as the primary operational support for RMs. Resolve trade settlements issues, corporate action discrepancies and payment delays promptly.
• Portfolio & Administrative Management: Coordinate regular portfolio valuation reports, account summaries and custom financial statements. Handle fee calculations, retrocession payments and administrative callbacks.
• Regulatory Compliance & Risk Control: Ensure all transactions and daily workflows adhere strictly to internal risk matrices, cross-border rules and regional regulatory frameworks.

REQUIREMENTS

• A degree with at least 5 years of relevant working experience and at least 2 years experience with Ultra High-Net-Worth clients.
• RNF License is a MUST.
• Good interpersonal communication skills. Effectively Bi-lingual in English and Mandarin is a MUST.
• Detailed oriented and Highly motivated.

EA License Number: 25S2730