Assistant Relationship Manager (Global Markets)

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking a Client Servicing & Administrative Support professional. Responsibilities include assisting with client onboarding, preparing relevant materials, and ensuring compliance with regulations. Candidates should possess a Bachelor’s degree in Finance or Business, along with 1–3 years of experience in client servicing or operations. Strong communication skills in English and Mandarin are essential to interact with Chinese-speaking clients. This role requires high attention to detail and the ability to perform under pressure.

Qualifications

• 1–3 years of relevant experience in client servicing, operations, or investment support.
• Ability to work under pressure in a fast-paced environment.
• High ethical standards with strong risk awareness.

Responsibilities

• Assist with client onboarding, account opening, and follow-ups.
• Prepare meeting materials, portfolio reports, and investment proposals.
• Respond to client inquiries with professionalism.
• Support compliance and operations in account processing.
• Assist in preparing market updates and asset allocation recommendations.

Skills

Proficiency in MS Office

Strong organizational skills

Excellent communication skills in English

Knowledge of Bloomberg/financial systems

Education

Bachelor’s degree in Finance, Business, or related discipline

Job description

Key Responsibilities

Client Servicing & Administrative Support

• Assist with client onboarding, account opening, KYC documentation, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review documents.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM system data integrity and support daily administrative processes.
• Coordinate schedules, travel plans, and meeting arrangements.
• Provide backup support during advisor absences to ensure seamless client service.

Business Management & Sales Support

• Work closely with Compliance, Legal, and Operations to process account opening and KYC.
• Track potential client progress and prepare internal pipeline reports.
• Support client events, prepare pitchbooks, and assist with business development initiatives.
• Ensure high standards of administrative efficiency and documentation accuracy.

Investment Support & Development

• Assist in preparing market updates, asset allocation recommendations, and product ideas.
• Source information from issuers or product managers, and participate in regional morning calls.
• Learn and apply portfolio construction principles.
• Participate in internal investment forums and contribute actively with insights and ideas.

Risk & Compliance

• Ensure adherence to MAS regulations and internal risk/compliance standards.
• Monitor account documents, payment instructions, and client activity records.
• Escalate risks and deficiencies in a timely manner.
• Uphold ethical and compliant conduct in all interactions.

Requirements

• Bachelor’s degree in Finance, Business, or related discipline.
• 1–3 years of relevant experience in client servicing, operations, or investment support (preferably in banking/securities industry).
• Strong organizational skills with attention to detail and accuracy.
• Proficiency in MS Office (Excel, PowerPoint, Word); knowledge of Bloomberg/financial systems a plus.
• Excellent communication skills in English and Mandarin (spoken and written) are preferred to liaise with Chinese-speaking clients.
• Ability to work under pressure in a fast-paced, client-focused environment.
• High ethical standards with strong risk awareness and compliance mindset.