Assistant Relationship Manager - Wealth Management

Sumitomo Mitsui Banking Corporation; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services corporation in Singapore seeks a candidate to support Relationship Managers, coordinate banking transactions, and manage client onboarding. The ideal individual must have a degree in Finance, strong knowledge of banking products, and proficiency in Japanese. With a minimum of 3-5 years of experience in banking or securities, this role offers a dynamic environment focusing on client relationship management and effective communication skills.

Qualifications

• Minimum 3–5 years of relevant experience in banking or securities, preferably in Private Banking.
• Ability to pass CACS 1 & 2 within 3 months of joining.
• Additional certifications for Nikko RNF Representative such as RES12B and CM-SIP may be required.

Responsibilities

• Support Relationship Managers in achieving sales KPIs and client acquisition.
• Coordinate with internal departments and external partners for banking transactions.
• Manage client onboarding and ensure compliance with regulatory policies.
• Conduct periodic account reviews and assist in credit monitoring for loans.
• Monitor and manage client portfolios and daily sales figures.
• Handle administrative tasks including travel arrangements and expense management.
• Act as liaison with Japanese clients providing translation services.
• Perform securities operations as Assistant RM for Nikko Securities.

Skills

Client servicing skills

Communication skills

Attention to detail

Proficiency in Japanese

Knowledge of banking and investment products

Education

Degree in Finance, Accounting, Economics, or related disciplines

Job description

Job Responsibilities

• Support Relationship Managers (RMs) in achieving sales KPIs, client acquisition, and strengthening relationships.
• Coordinate with internal departments (Deposit, Remittance, Treasury, etc.) and external partners for banking and investment transactions.
• Manage client onboarding (documentation, screenings, KYC) and ensure compliance with regulatory and internal policies.
• Conduct periodic account reviews and assist in credit monitoring for loan-related transactions to ensure timely follow-up and risk management.
• Monitor and manage client portfolios (deposits, investment securities) and daily sales figures.
• Handle administrative tasks including travel arrangements, entertainment/gift coordination, and expense management.
• Act as liaison with Japanese clients and counterparts in Japan, providing accurate and timely translation between Japanese and English for documents, presentations, and client communications.
• Perform securities operations as Assistant RM for Nikko Securities, including account opening and execution of securities and forex transactions.
• Provide support on any other duties assigned.

Job Requirements

• Degree in Finance, Accounting, Economics, or related disciplines.
• Language: Full professional proficiency in Japanese (required) and English as this individual will be dealing with Japanese clients
• Minimum 3–5 years of relevant experience in banking or securities, preferably Private Banking.
• Strong knowledge of banking and investment products; high operational accuracy and attention to detail.
• Excellent communication and client servicing skills; proactive and team-oriented.
• Ability to pass CACS 1 & 2 within 3 months of joining.
• Additional certifications for Nikko RNF Representative:
  • RES12B
  • CM-SIP
    (Other exams may apply; exemptions possible.)