Assistant Relationship Manager (Private Banking)

Raffles Family Office; Singapore; On-site; SGD 50,000 - 73,000; Full time

Job summary

Raffles Family Office in Singapore seeks an experienced onboarding specialist to manage new account openings, KYC onboarding, and client inquiries while ensuring accurate execution and compliance with private banking standards.

You will support Relationship Managers and collaborate with internal and external stakeholders to deliver seamless wealth management services and fund subscriptions.

Qualifications

• Must have MAS RNF license (Registered Financial Navigator) and strong knowledge of KYC processes.
• 3–5 years of relevant experience in private banking or wealth management.
• Familiar with private bank account openings, KYC write-ups, and procedures.

Responsibilities

• Handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Assist in account openings during onboarding, including KYC beef-up and KYC benchmarking.
• Manage and resolve client/RM inquiries regarding Raffles Family Office services and products.
• Ensure timely and accurate execution of client requests and transactions.
• Assist with onboarding of new Relationship Managers.
• Assist in fund subscription documentation and processing.
• Perform other ad-hoc tasks assigned by Relationship Managers.
• Liaise with internal stakeholders and external parties.

Skills

KYC procedures

Account openings

Client onboarding

MS Office

English & Chinese

Communication

Interpersonal skills

Education

MAS RNF license

Tools

MS Office

Job description

Discover New Possibilities at Raffles Family Office

Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services, including independent asset management (IAM), advanced wealth solutions, fund services, and risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end. Headquartered in Hong Kong and Singapore, Raffles Family Office is also incorporated in Taipei, Shanghai, Beijing and Bangkok.

At RFO, we are people first – people who can think beyond labels. We are one dynamic and entrepreneurial team that values fun, respect and solidarity – just like a family. We are committed to building a workplace that supports a diverse, inclusive culture and professional growth. We believe that this will enable us to create true value and deliver better support for our clients.

Primary Responsibilities

• Handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Assist in account openings during the onboarding process, including assisting with KYC beef-up and KYC benchmarking
• Manage and resolve client/RM inquiries regarding Raffles Family Office services and products.
• Ensure timely and accurate execution of client requests and transactions.
• Assist with the onboarding of new Relationship Managers.
• Assist in fund subscription documentation and processing.
• Perform other ad-hoc tasks assigned by Relationship Managers.
• Liaise with internal stakeholders and external parties.
• Other ad-hoc duties as and when assigned.

Requirements

• Possesses a valid RNF license from MAS
• Minimum 3 - 5 years of relevant experience in a similar capacity with a private bank or wealth management firm.
• Familiar with private bank account opening, KYC write-up, and procedures.
• Strong knowledge of banking products, services, and regulations.
• Team player with excellent communication and interpersonal skills.
• Fluency in English and Chinese is a must (written and spoken).
• Efficient at multitasking, works well under pressure, and proficient in MS Office.
• High professionalism, ethical standards, and strong analytical and organisational skills.

Your application will go through internal screening. Only shortlisted candidates will be contacted for further discussion. All personal data collected will be kept strictly confidential for recruitment purposes only.