Assistant Relationship Manager Private Banking, NRI

empower partners search pte. ltd.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

empower partners search pte. ltd. is partnering with a leading private bank in Singapore to appoint an Assistant Relationship Manager (ARM) for the NRI client segment.

The ARM will support Relationship Managers in managing high-net-worth and ultra-high-net-worth clients, focusing on client servicing, onboarding, and wealth solutions.

Strong communication, organisational skills, and private banking knowledge are essential for success in this role.

Qualifications

• 3–6 years of experience in private banking or wealth management.
• Experience supporting NRI clients is highly advantageous.
• Strong understanding of private banking products and wealth solutions.

Responsibilities

• Support RMs in serving a portfolio of NRI HNW/UHNW clients.
• Act as a point of contact for day-to-day servicing and account matters.
• Assist with onboarding, KYC, and documentation.
• Prepare client reviews, portfolio reports, and investment presentations.
• Coordinate with internal teams to facilitate client requests.
• Assist with investment transactions and wealth solutions implementation.
• Monitor client portfolios and ensure timely follow-ups.
• Identify cross-selling opportunities for banking products.
• Maintain accurate records and ensure regulatory compliance.
• Develop and maintain relationships with NRI clients and their families.

Skills

Client servicing

Relationship management

Private banking knowledge

Education

Degree in Finance, Business, Economics

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