Assistant Relationship Manager & Ops - Wealth Onboarding

MERLIANCE CAPITAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Merliance Capital in Singapore seeks an proactive and organized Assistant Relationship Manager & Operations to support its RMs and the company across client onboarding, client management and day-to-day operations.

Key responsibilities include end-to-end client onboarding, KYC/AML, and coordinating with custodians, banks and service providers, while assisting with ongoing client servicing, documentation and account administration.

Qualifications

• 2–5 years' experience in wealth management, private banking, asset management, family office or financial services.
• Strong organisational, communication and follow-up skills.
• Detail-oriented, proactive and comfortable managing multiple stakeholders.
• VCC or EAM (External Asset Manager) experience is a strong advantage.

Responsibilities

• Support RMs with end-to-end client onboarding, including KYC/AML and account opening.
• Coordinate with clients, custodians, banks and other service providers.
• Assist with ongoing client servicing, documentation and account administration.
• Track and follow up on outstanding onboarding and operational matters.
• Support RMs with client meetings, reports and other relationship management activities.
• Help improve and streamline the firm's operational processes.

Skills

Wealth management

Private banking

Asset management

Financial services

Job description

Merliance Capital in Singapore seeks an proactive and organized Assistant Relationship Manager & Operations to support its RMs and the company across client onboarding, client management and day-to-day operations.

Key responsibilities include end-to-end client onboarding, KYC/AML, and coordinating with custodians, banks and service providers, while assisting with ongoing client servicing, documentation and account administration.