Assistant Relationship Manager (Private Bank)

Ethos BeathChapman; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A private bank in Singapore is looking for an Assistant Relationship Manager who will support private bankers in servicing HNW/UHNW clients. The role involves account management, handling client requests, and ensuring compliance with regulations. Candidates must have a bachelor's degree in finance or related fields and at least 3 years of experience in private banking or wealth management. Strong communication skills and analytical abilities are essential.

Qualifications

• 3 years of experience in private banking, wealth management, or financial services.

Responsibilities

• Assist relationship managers with account management, documentation, and client requests.
• Serve as the primary support contact for client queries and transactions.
• Prepare client presentations and assist with onboarding of new clients.
• Identify cross-selling opportunities for bank products.
• Maintain regular follow-up with clients regarding investments.
• Process trade orders and monitor client portfolios.
• Ensure adherence to regulatory and compliance standards.
• Maintain proper documentation and record keeping.

Skills

Strong understanding of financial products

Excellent communication and interpersonal skills

Strong analytical ability

Attention to detail

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

Job Details

Location Singapore Salary Competitive Salary Job Type Ref BH-24338-10 Contact Contact email Posted 1 day ago The client is a private bank. As an ARM, you will be involved in supporting the private bankers in servicing their HNW / UHNW clients.

Job Description :

• Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.


• Serve as the primary support contact for client queries, transactions, and administrative requests


• Prepare client presentations and assist in administartive matters relating to onboarding of new clients


• Identify cross‑selling opportunities and assist in marketing bank products and services


• Maintain regular follow‑up with clients regarding investment maturities, instructions, and service requirements


• Process trade orders and monitor client portfolios (eg. margin levels , upcoming maturities etc)


• Ensure full adherence to regulatory and compliance standards


• Maintain proper documentation and record keeping

Skills and requirements :

• Bachelor’s degree in Finance, Business, Economics, or a related field


• 3 years of experience in private banking, wealth management, or financial services


• Strong understanding of financial products


• Excellent communication and interpersonal skills


• Strong analytical ability and attention to detail

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112