Associate Relationship Manager (ARM)

BLUE EDGE ADVISORS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore seeks a meticulous Relationship Manager Support. The role involves assisting in client management and executing tasks related to client interactions. Candidates should have a diploma in Banking & Finance, proficiency in both Chinese and English, and be adept in Microsoft Office, especially Excel. Prior experience in financial services is an advantage. This role offers a dynamic work environment.

Qualifications

• Diploma or higher qualification in Banking & Finance or related discipline is required.
• Prior experience in financial services is preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Support Relationship Manager in servicing clients.
• Liaise with various service providers.
• Execute client enquiries accurately and timely.

Skills

Attention to detail

Proactive

Strong organizational discipline

Excellent spoken and written communication in Chinese and English

Proficiency in Microsoft Office, especially Excel

Education

Diploma or higher in Banking & Finance or Business Administration

CACS Paper 1 & 2 certification

Job description

Blue Edge offers and supports a full suite of advisory, administrative, and investment services for Ultra High Net Worth Individuals and Family Offices across the Asian region.

This is a critical role that supports the Relationship Manager in the acquisition and ongoing management of clients and prospects.

The successful candidate will demonstrate meticulousness, conscientiousness, compliance, strong organizational discipline, a methodical work approach, and exceptional attention to detail.

Roles and Responsibilities

1. Support Relationship Manager(s) in the effective servicing and management of clients and prospects. Also, any other tasks requested by the RM.
2. Liaise closely with professional service providers—including retail, corporate, and private banks, as well as accountants, auditors, tax advisors, legal counsel, agents, and other intermediaries—to facilitate and complete required tasks.
3. Receive, understand, prioritise, and execute client enquiries and instructions in a timely and accurate manner.
4. Coordinate with private banks to open new accounts, manage clients’ enquiries, rollover deposits and loans, place trade orders, and perform other account-related activities.
5. Ensure strict adherence to MAS regulations, internal policies, and all relevant compliance requirements.
6. Accurately review, analyse, and update financial figures, client data, and relevant documentation.
7. Maintain strong organisational discipline and ensure all tasks are completed accurately and ahead of deadlines.

Requirements

1. Diploma or higher qualification in Banking & Finance, Business Administration, or a related discipline.
2. CACS Paper 1 & 2 certification preferred.
3. Prior experience in the banking or financial services industry is an advantage.
4. Meticulous, proactive, and able to perform effectively in a fast-paced environment.
5. Proficient in Microsoft Office applications, with strong competency in Excel.
6. Excellent command of both Chinese and English, in spoken and written communication.
7. Willing to learn, highly motivated, and able to work collaboratively within a team.