Assistant Relationship Manager, SEA

Gravitas Recruitment Group (Global) Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Gravitas Recruitment Group (Global) Ltd is seeking an Assistant Relationship Manager to support Senior Relationship Managers in managing a portfolio of high-net-worth clients in Singapore.

You will help deliver tailored wealth management strategies, prepare client reviews and proposals, and coordinate with internal teams to ensure seamless client service. Fluency in English and Mandarin is preferred to address diverse client needs.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2+ years of experience in private banking, wealth management, or a related client-facing role.
• Strong understanding of financial products, investments, and wealth planning.
• Excellent interpersonal and communication skills.
• Proactive, detail-oriented, and able to thrive in a fast-paced environment.

Responsibilities

• Support Relationship Managers in managing client relationships and daily portfolio activities.
• Act as a primary point of contact for clients, addressing inquiries and providing timely solutions.
• Assist in preparing client reviews, investment proposals, and presentations in both English and Mandarin.
• Conduct market and client research to identify new business opportunities.
• Coordinate with internal teams (investment, credit, legal, operations) to ensure seamless client servicing.
• Ensure compliance with regulatory standards and internal policies.
• Maintain accurate client records and documentation.

Skills

Relationship management

Client service

Communication skills

Proactive

Detail-oriented

2+ years experience

Education

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

Job description

As an Assistant Relationship Manager, you will support Senior Relationship Managers in managing and growing a portfolio of high-net-worth clients. You will play a key role in delivering exceptional service, understanding client needs, and assisting in the development of customized wealth management strategies.

Key Responsibilities

• Support Relationship Managers in managing client relationships and daily portfolio activities.
• Act as a primary point of contact for clients, addressing inquiries and providing timely solutions.
• Assist in preparing client reviews, investment proposals, and presentations in both English and Mandarin.
• Conduct market and client research to identify new business opportunities.
• Coordinate with internal teams (investment, credit, legal, operations) to ensure seamless client servicing.
• Ensure compliance with regulatory standards and internal policies.
• Maintain accurate client records and documentation.

Requirements

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2+ years of experience in private banking, wealth management, or a related client-facing role.
• Strong understanding of financial products, investments, and wealth planning.
• Excellent interpersonal and communication skills.
• Proactive, detail-oriented, and able to thrive in a fast-paced environment.