Assistant Relationship Manager - Private Banking

SEEDROCK ASIA PTE. LTD.; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

A family office and Wealth Manager in Singapore is seeking an Assistant Relationship Manager to support a portfolio of high-net-worth clients. The role involves assisting in financial analyses, collaborating with departments, and resolving client inquiries. Ideal candidates should have a diploma in a related field and exhibit strong communication, analytical, and problem-solving skills. Flexibility and a detail-oriented approach are essential for success in this dynamic environment.

Qualifications

• Fresh graduates with a diploma are welcome to apply.
• Willingness to work a flexible schedule is necessary.
• Detail-oriented individuals with strong analytical skills preferred.

Responsibilities

• Assist Managing a portfolio of high-net-worth clients.
• Prepare financial analyses and position trackers.
• Collaborate with other departments for service delivery.
• Conduct client reviews and identify cross-selling opportunities.
• Stay updated on market trends and investment products.
• Support administrative tasks related to client servicing.
• Resolve client inquiries and concerns professionally.
• Participate in client events to enhance relationships.

Skills

Understanding of financial markets

Excellent communication skills

Analytical abilities

Interpersonal skills

Problem-solving skills

Education

Diploma in Accounting, Business, or related field

Job description

Assistant Relationship Manager - Private Banking

Company Overview

Established in 2018 as a family office and Wealth Manager, our firm has grown into a respected presence in Singapore's financial sector. With a focus on delivering sophisticated and bespoke investment solutions, we are dedicated to guiding high-net-worth individuals and families through today's dynamic global economic landscape.

In line with our continued growth and long-term vision, we are proud to announce our transition into a Fund Management Company. This strategic evolution reflects our commitment to offering a broader range of institutional-grade investment capabilities, while upholding the same level of trust and personalised service that has defined our approach since inception.

Our success is built on a foundation of deep market expertise, disciplined investment processes, and a highly experienced team. As we expand, we continue to seek driven, intellectually curious individuals who aspire to build a meaningful career in wealth and asset management.

Why join us?

We serve the clients in the pinnacle of the wealth management industry where you will gain valuable experience servicing the top 5% of the industry's client. Our team is young and closely knitted whom strives to provide quality wealth management service to our ultra high net worth clients.

Job Responsibilities

• Assist Relationship Managers in managing a portfolio of high-net-worth clients, providing personalized financial solutions.
• Preparation of financial analyses and position trackers.
• Collaborate with other departments (e.g., Wealth Management, Investment Advisory, Compliance) to ensure seamless service delivery.
• Assist in conducting client reviews, identifying opportunities for cross-selling financial products and services.
• Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
• Support administrative tasks related to account opening, client account review, documentation, and client servicing.
• Assist in resolving client inquiries, issues, and concerns in a timely and professional manner.
• Participate in client events and presentations to enhance relationship with clients.

We're looking for:

• Poly fresh grad with diploma in Accounting, Business, or a related field.
• Willing to work on flexible schedule.
• Understanding of financial markets, investment products, and wealth management strategies.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to work effectively in a fast-paced, dynamic environment.
• Demonstrated professionalism, integrity, and confidentiality.