Assistant Relationship Manager - 1 Year Contract (Japanese speaking)

JAC Recruitment Consultant; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Our client, a leading international private banking group, seeks an experienced Assistant Relationship Manager to support a team servicing high-net-worth clients across Asia, with emphasis on Japanese-speaking clientele.

You will handle onboarding, KYC, investment execution, portfolio administration, and cross-border coordination, working with Relationship Managers and regional offices to deliver excellent client service.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Banking, or related discipline
• 3–5 years of experience in private banking, wealth management, or assistant relationship management
• Good understanding of private banking products and services including investment, FX, and discretionary portfolios
• Familiarity with onboarding, AML/KYC, account documentation, and compliance for wealth management
• CACS Papers 1 and 2 or equivalent licensing would be advantageous
• Strong proficiency in Microsoft Office, especially Excel and PowerPoint
• Meticulous attention to detail, organisational skills, and ability to manage multiple priorities
• Client-centric mindset with strong service and relationship management skills
• Excellent interpersonal and communication skills across front/middle/support offices
• Professional proficiency in Japanese required for Japanese-speaking clients and stakeholders

Responsibilities

• Provide high-quality client servicing and day-to-day administrative support to Relationship Managers
• Act as a key contact for client-related operational matters across jurisdictions
• Support onboarding processes including account opening, KYC, AML documentation
• Prepare, review, and maintain client documentation for compliance and accuracy
• Facilitate execution of investments and banking transactions across products
• Coordinate with Trading, Operations, Compliance, and Custody teams for settlements
• Assist in monitoring client portfolios and maintaining investment records
• Support Relationship Managers with client presentations and investment proposals
• Collaborate with specialists across advisory, lending, trust and wealth planning
• Liaise with regional and overseas offices on account maintenance and cross-border matters
• Coordinate portfolio transfers, cash movements, and other client servicing activities
• Contribute to process improvements and system implementation to enhance efficiency

Skills

Client servicing

Relationship management

Excel

PowerPoint

Communication

Attention to detail

Multitasking

Education

Bachelor's degree in Finance/Business/Economics/ Banking or related

CACS Papers 1 and 2 or equivalent licensing

Tools

Microsoft Office (Excel & PowerPoint)

Job description

OVERVIEW

Our client is a leading international private banking group with a long-standing heritage in wealth management and advisory services. They are seeking an experienced Assistant Relationship Manager to support a team focused on servicing high-net-worth and ultra-high-net-worth clients across Asia, with a particular emphasis on Japanese-speaking clientele.

This role offers exposure to a broad range of wealth management activities, including client onboarding, investment execution, portfolio administration, and cross-border stakeholder coordination. The successful candidate will work closely with Relationship Managers, Product Specialists, Operations teams, and regional offices to deliver exceptional client service and support business growth initiatives.

Contract Type: This position is offered on an initial 12-month contract basis. Subject to individual performance, business needs, and approved headcount availability, there may be an opportunity for conversion to a permanent position upon completion of the contract term.

KEY RESPONSIBILITIES

• Provide high-quality client servicing and day-to-day administrative support to Relationship Managers, ensuring a seamless client experience throughout the relationship lifecycle.

• Act as a key point of contact for client-related operational matters, responding promptly to enquiries and coordinating with internal stakeholders across multiple jurisdictions.

• Support new client onboarding processes, including account opening, KYC reviews, AML documentation, and regulatory due diligence requirements.

• Prepare, review, and maintain client documentation to ensure completeness, accuracy, and compliance with internal policies and regulatory standards.

• Facilitate the execution of investment and banking transactions across a diverse range of products, including equities, fixed income, structured products, foreign exchange, discretionary mandates, and credit solutions.

• Coordinate with Trading, Operations, Compliance, and Custody teams to ensure smooth settlement and execution of client instructions.

• Assist in monitoring client portfolios and maintaining up-to-date portfolio information, investment records, and position reports.

• Support Relationship Managers in the preparation of client presentations, investment proposals, account reviews, and meeting materials.

• Partner with specialists across investment advisory, lending, trust and wealth planning functions to support holistic wealth management solutions.

• Liaise with regional and overseas offices on account maintenance, operational processes, and cross-border client matters.

• Coordinate portfolio transfers, cash movements, securities settlements, corporate actions, and other client servicing activities.

• Contribute to strategic initiatives, process enhancement projects, system implementation activities, and continuous improvement efforts aimed at enhancing operational efficiency and client experience.

REQUIREMENTS

• Bachelor's degree in Finance, Business, Economics, Banking, or a related discipline. Relevant professional qualifications will also be considered.

• Minimum 3-5 years of experience in private banking, wealth management, private wealth operations, client servicing, or assistant relationship management within a financial institution.

• Good understanding of private banking products and services, including investment products, foreign exchange, credit solutions, and discretionary portfolio management.

• Familiarity with client onboarding, AML/KYC requirements, account documentation, and regulatory compliance standards applicable to wealth management.

• Possession of CACS Papers 1 and 2 or equivalent licensing qualifications would be advantageous.

• Strong proficiency in Microsoft Office applications, particularly Excel and PowerPoint, with the ability to prepare professional client materials and reports.

• Meticulous attention to detail, strong organisational skills, and the ability to manage multiple priorities in a fast-paced environment.

• Client-centric mindset with a strong commitment to service excellence and relationship management.

• Excellent interpersonal and communication skills, with the ability to collaborate effectively across front office, middle office, and support functions.

• Professional proficiency in Japanese is required to support and interact with Japanese-speaking clients, prospects, and internal stakeholders across the region.