AVP - Private Wealth Assistant Relationship Manager (NRI)

The Japan Research Institute, Limited (Singapore Branch); Singapore; In loco; SGD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

The Japan Research Institute, Limited (Singapore Branch) is seeking an AVP - Private Wealth Assistant Relationship Manager to support onboarding and ongoing client life-cycle service for high-net-worth clients in Singapore.

The role involves transactional support, client onboarding, and collaboration with front office and product teams to deliver seamless service, while ensuring regulatory and internal controls are followed.

Competenze

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 5-7 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.
• Fluency in English and Hindi are required due to the role’s need to communicate effectively with clients who speak these languages
• Relevant certifications (e.g. CACS 1, 2 etc) are required.

Mansioni

• Assist PWG front office and lead ARMs with transactional activity and onboarding.
• Respond promptly to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritization with timely information sharing.
• Identify process efficiency opportunities and assist change initiatives.
• Adhere to controls for ARMs' processes.
• Ensure compliance with regulatory, suitability, tax, KYC, and AML.
• Maintain updated client records in CRM systems.
• Collaborate with internal teams to deliver seamless client service.

Conoscenze

Communication skills

Regulatory compliance

Multilingual English/Hindi

Client onboarding

Banking/wealth mgmt knowledge

CRM proficiency

MS Office proficiency

Attention to detail

Formazione

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

Strumenti

CRM tools

Microsoft Office

Descrizione del lavoro

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AVP - Private Wealth Assistant Relationship Manager (NRI)

Date: Sep 17, 2026

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 5-7 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.
• Fluency in English and Hindi are required due to the role’s need to communicate effectively with clients who speak these languages
• 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