Assistant Relationship Manager, Multi-Family Office, Singapore

Andsimple; Singapore; Hybrid; SGD 90,000 - 130,000; Full time

Job summary

Andsimple, a growing multi-family office serving ultra-high-net-worth individuals across Southeast Asia, seeks an Assistant Relationship Manager to work with a senior client advisor, delivering client service, coordinating wealth-management solutions, and supporting relationship growth across the region, with a focus on the Philippines and Indonesia.

Responsibilities include supporting the senior client advisor in managing relationships with UHNW clients; coordinating account opening,

Qualifications

• Degree in finance, business, economics or related field.
• Minimum 5 years in private banking, wealth management, family office or financial advisory.
• Experience with high-net-worth or ultra-high-net-worth clients.
• Strong understanding of wealth-management products and client servicing.
• Familiarity with KYC and regulatory requirements.
• Excellent interpersonal and organisational skills.

Responsibilities

• Support the senior client advisor in managing relationships with UHNW clients.
• Coordinate account opening, onboarding, KYC reviews and documentation.
• Prepare client meeting materials and portfolio reviews.
• Act as the key contact for day-to-day client servicing.
• Liaise with internal specialists for seamless transaction execution.
• Monitor portfolios and assist with investment implementation.
• Identify opportunities to deepen client engagement across the Philippines and Indonesia.

Skills

Private Banking

Wealth Management

KYC Knowledge

Client Servicing

Regulatory Awareness

Education

Finance/Business/Economics degree

Job description

A growing multi-family office serving ultra-high-net-worth individuals, family offices and business owners across Southeast Asia is hiring an Assistant Relationship Manager. Working alongside a senior client advisor, the role delivers client service, coordinates wealth-management solutions and supports relationship growth across the region, with a focus on the Philippines and Indonesia. Suits a private-banking or wealth-management professional with UHNW client experience.

Key responsibilities include: supporting the senior client advisor in managing relationships with ultra-high-net-worth clients; coordinating account opening, onboarding, KYC reviews and documentation; preparing client meeting materials and portfolio reviews; acting as the key contact for day-to-day client servicing; liaising with internal specialists for seamless transaction execution; monitoring portfolios and assisting with investment implementation; and identifying opportunities to deepen client engagement across the Philippines and Indonesia.

Required qualifications: a degree in finance, business, economics or a related field; a minimum of 5 years in private banking, wealth management, family office or financial advisory; experience with high-net-worth or ultra-high-net-worth clients; a strong understanding of wealth-management products and client servicing; familiarity with KYC and regulatory requirements; and excellent interpersonal and organisational skills.