Assistant Relationship Manager — Private Banking, NRI

EMPOWER PARTNERS SEARCH PTE. LTD.; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

EMPOWER PARTNERS SEARCH PTE. LTD. represents a leading private bank in Singapore seeking an Assistant Relationship Manager to support the NRI client segment.

You will assist Relationship Managers with onboarding, KYC, portfolio reviews and cross-selling of banking and investment solutions. You will coordinate with internal teams, maintain client records and ensure compliance with policies and regulations while delivering high-quality client servicing for high-net-worth clients in a dynamic

Qualifications

• Degree in Finance, Business, Economics or a related discipline.
• Experience in Private Banking, Wealth Management or a similar client servicing role.
• Experience supporting NRI clients would be highly advantageous.
• Good understanding of private banking products, investments and wealth management solutions.

Responsibilities

• Support Relationship Managers in managing and servicing a portfolio of NRI high-net-worth and ultra-high-net-worth clients.
• Act as a key point of contact for day-to-day client servicing and account-related matters.
• Assist with client onboarding, account opening, KYC and documentation requirements.
• Prepare client reviews, portfolio reports, meeting materials and investment-related presentations.
• Coordinate with internal teams including Investment Advisory, Product, Credit, Operations, Compliance and Legal to facilitate client requests.
• Assist Relationship Managers with investment transactions and the implementation of wealth management solutions.
• Monitor client portfolios, transactions and documentation to ensure timely follow-up.
• Identify opportunities to deepen existing client relationships and support cross-selling of relevant banking and investment products.
• Maintain accurate client records and ensure all activities comply with the bank's internal policies and regulatory requirements.
• Support Relationship Managers in developing and maintaining strong relationships with NRI clients and their families.

Skills

Client servicing

Relationship management

Communication skills

Organisational skills

Attention to detail

Multi-client handling

Education

Finance/Economics degree

Job description

Our client, a leading private bank, is looking to appoint an Assistant Relationship Manager (ARM) to support its Non-Resident Indian (NRI) client segment in Singapore.

The role will work closely with Relationship Managers in managing high-net-worth and ultra-high-net-worth clients, supporting client servicing, account management and the execution of investment and banking solutions.

Key Responsibilities

• Support Relationship Managers in managing and servicing a portfolio of NRI high-net-worth and ultra-high-net-worth clients.


• Act as a key point of contact for day-to-day client servicing and account-related matters.


• Assist with client onboarding, account opening, KYC and documentation requirements.


• Prepare client reviews, portfolio reports, meeting materials and investment-related presentations.


• Coordinate with internal teams including Investment Advisory, Product, Credit, Operations, Compliance and Legal to facilitate client requests.


• Assist Relationship Managers with investment transactions and the implementation of wealth management solutions.


• Monitor client portfolios, transactions and documentation to ensure timely follow-up.


• Identify opportunities to deepen existing client relationships and support cross-selling of relevant banking and investment products.


• Maintain accurate client records and ensure all activities comply with the bank's internal policies and regulatory requirements.


• Support Relationship Managers in developing and maintaining strong relationships with NRI clients and their families.

Requirements

• Degree in Finance, Business, Economics or a related discipline.


• 3-6 years of relevant experience in Private Banking, Wealth Management or a similar client servicing role.


• Experience supporting NRI clients would be highly advantageous.


• Good understanding of private banking products, investments and wealth management solutions.


• Strong client servicing and relationship management skills.


• Excellent organisational skills, with strong attention to detail and ability to manage multiple client requirements.


• Good communication and interpersonal skills.

License No: 24S2395

Registration No: R1874438