Assistant Relationship Ops for UHNW—SEA & North Asia

WILLMARK ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

WILLMARK ADVISORY PTE. LTD. in Singapore seeks an Assistant Relationship Manager for the SEA & North Asia desk to support UHNW client servicing and portfolio administration.

You will handle onboarding, KYC/AML checks, and daily trade processing with attention to regulatory compliance. Fluency in English and Mandarin is required. The role emphasizes cross-border client management, risk controls, and accurate fee/gross payments, working with RMs and clients to ensure seamless service delivery

Qualifications

• End-to-end account opening for UHNW individuals with rigorous CDD, KYC and AML in line with MAS guidelines.
• Manage onboarding for UHNW clients and coordinate with RMs for smooth client experience.
• Support trade execution and processing with care to accuracy and timeliness.
• Provide operational support and resolve settlements issues, discrepancies and delays promptly.
• Ensure transactions and daily workflows comply with internal risk controls and regulatory standards.

Responsibilities

• Onboard clients and perform KYC/AML reviews for new UHNW accounts.
• Process and verify client trades as routed by RMs/Clients.
• Serve as primary ops contact for RMs, addressing issues quickly.
• Prepare portfolio valuations, account summaries and statements.
• Adhere to cross-border rules and regulatory frameworks in all dealings.

Skills

Bilingual English Mandarin

Interpersonal skills

Client onboarding

Education

Bachelor's degree

Job description

WILLMARK ADVISORY PTE. LTD. in Singapore seeks an Assistant Relationship Manager for the SEA & North Asia desk to support UHNW client servicing and portfolio administration.

You will handle onboarding, KYC/AML checks, and daily trade processing with attention to regulatory compliance. Fluency in English and Mandarin is required. The role emphasizes cross-border client management, risk controls, and accurate fee/gross payments, working with RMs and clients to ensure seamless service delivery