AVP - Private Wealth Assistant Relationship Manager

The Japan Research Institute, Limited (Singapore Branch); Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

The Japan Research Institute, Limited (Singapore Branch) seeks a Private Wealth Assistant Relationship Manager to support client onboarding and lifecycle service for high-net-worth clients in Singapore.

You will handle account setup/maintenance, respond to client queries, and collaborate with investment, product and operations teams to deliver seamless service while ensuring regulatory compliance and accurate record keeping.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 5 years of experience in banking, wealth management or financial services.
• Good understanding of financial products and market dynamics.
• Familiar with regulatory standards and compliance processes.
• Proficiency in Microsoft Office and CRM tools.
• Proficiency in English; additional languages advantageous.
• Relevant certifications (e.g. CACS 1, 2) required.

Responsibilities

• Assist front office and ARMs with transactional activity, onboarding and maintenance.
• Respond promptly to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritisation and information sharing.
• Identify process efficiency opportunities and assist in change initiatives.
• Adhere to controls for ARMs’ processes and ensure regulatory compliance.
• Maintain updated client records in CRM and collaborate with teams to deliver service.

Skills

Client onboarding

CRM proficiency

Regulatory compliance

Financial products knowledge

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance/Business/Economics/Law

Tools

Microsoft Office

CRM tools

Job description

Location: Singapore

The Private Wealth Assistant Relationship Manager will support PWG in delivering exceptional client onboarding and account life cycle service to high-net-worth clients. You will handle client account transactional support and support (as necessary), new account onboarding and account maintenance activities.

Role Summary:
The Private Wealth Assistant Relationship Manager will support PWG in delivering exceptional client onboarding and account life cycle service to high-net-worth clients. You will handle client account transactional support and support (as necessary), new account onboarding and account maintenance activities.

Key Responsibilities:

• Assist PWG front office (Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks.
• Respond promptly to client queries and coordinate appropriate internal / external follow-ups.
• Support client onboarding pipeline prioritization, ensuring timely and accurate information sharing key to execution of client onboarding and account refresh activity
• Help identify process efficiency opportunities and assist in change initiatives.
• Adhere and comply with key controls for processes owned by the ARMs
• Ensure compliance with regulatory, Suitability, Tax, KYC, and AML requirements.
• Maintain updated client records and manage information in CRM systems.
• Collaborate with internal teams such as investment, product, and operations to deliver seamless client service.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 5 years of experience in banking, wealth management, or financial services.
• Good understanding of financial products and market dynamics.
• Strong organizational skills with attention to detail.
• Excellent communication and interpersonal abilities.
• Familiarity with regulatory standards and compliance processes.
• Proficiency in Microsoft Office and CRM tools.
• Proficiency English and any other language is advantageous
• Relevant certifications (e.g. CACS 1, 2 etc) are required.

Skills & Attributes:

• Client-focused with a proactive mindset
• Ability to manage multiple tasks efficiently
• Strong teamwork and collaboration skills
• Analytical and problem-solving capabilities