Assistant Relationship Manager

WATERSTONE CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consulting firm in Singapore is looking for a dedicated individual to coordinate with operations and provide support in investment processes. The role requires a university graduate with a solid understanding of investment products in wealth management. Responsibilities include conducting KYC processes, assisting the Relationship Manager with trades, and ensuring exceptional customer service. Interested candidates should email their resumes and expected salary package to the listed email address.

Qualifications

• Sound understanding of economics and investment products in the wealth management business.

Responsibilities

• Coordinate with operations and functional counterparts daily.
• Conduct KYC and AML processes and documentation.
• Assist Relationship Manager with investment trades and market updates.
• Provide administrative support and maintain client transaction records.
• Oversee dealing infrastructure and sales documentation.
• Ensure superior customer service.

Skills

Coordination

Investment knowledge

KYC compliance

Customer service

Education

University graduate

Job description

Roles & Responsibilities

• Coordinate with Operations and other functional counterparts on a daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, quities, funds and structured products.
• Provide administrative and client support to Relationship Manager, including maintaining and updating client transaction records/reports as well as client data.
• Have an oversight on the dealing infrastructure/processes/systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements & Qualifications

• University graduate.
• Sound understanding of economics, best market practices and investment products in the wealth management business.

Interested candidates please email resume in MS Word format to [e-mail]

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.