Assistant Relationship Manager, EAM Desk - Wealth Ops

WILLMARK ADVISORY PTE. LTD.

Singapore

On-site

SGD 90,000 - 130,000

Full time

4 days ago
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Job summary

WILLMARK ADVISORY PTE. LTD. is seeking a self-motivated Assistant Relationship Manager for the EAM desk to support External Asset Managers and Independent Wealth Advisors.

You will manage onboarding, KYC/AML checks and cross-asset trade execution while ensuring rigorous compliance. In this role you will coordinate portfolio administration, collateral actions and client communications, acting as the primary operational POC for EAM teams and maintaining strong regulatory compliance across MAS

Qualifications

  • A degree with at least 5 years of relevant experience and at least 2 years in a dedicated EAM Desk.
  • RNF License is a MUST.
  • Strong interpersonal communication and detail orientation.
  • EA License Number: 25S2730.

Responsibilities

  • End-to-end EAM onboarding and KYC for corporate structures, trusts, and high-net-worth individuals.
  • Receive, verify and execute cross-asset orders via secure channels.
  • Serve as primary operational POC for EAM teams; resolve settlements and payment issues.
  • Prepare portfolio valuations, account summaries and custom statements; handle fee calculations.
  • Ensure compliance with internal risk matrices and regulatory frameworks.

Skills

Client onboarding
KYC & AML
Trade execution
Relationship management
Attention to detail

Education

Bachelor's degree

Job description

WILLMARK ADVISORY PTE. LTD. is seeking a self-motivated Assistant Relationship Manager for the EAM desk to support External Asset Managers and Independent Wealth Advisors.

You will manage onboarding, KYC/AML checks and cross-asset trade execution while ensuring rigorous compliance. In this role you will coordinate portfolio administration, collateral actions and client communications, acting as the primary operational POC for EAM teams and maintaining strong regulatory compliance across MAS

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