Client Services (Assistant Relationship Manager)

PARAGON CAPITAL MANAGEMENT SINGAPORE PRIVATE LIMITED; Singapore; On-site; SGD 55,000 - 85,000; Full time

Job summary

PARAGON CAPITAL MANAGEMENT SINGAPORE PRIVATE LIMITED is seeking a detail-focused operations professional to support onboarding, due diligence, and client servicing for high net-worth clients in Singapore. You will liaise with clients and private banks to ensure accurate documentation and timely processing.

You will assist RMs, coordinate meetings, maintain client data, and ensure regulatory compliance in daily operations while contributing to process improvements and audit readiness.

Qualifications

• Relevant academic and professional experience in Banking & Finance, Priority/Private Banking
• Proficiency in MS Office applications to support daily operational tasks
• Strong analytical skills applied to client portfolio and transaction management
• Excellent communication skills to effectively liaise with clients and internal teams
• Ability to work dynamically and detail-oriented under pressure
• Demonstrated teamwork skills and timely escalation of issues to management

Responsibilities

• Process onboarding requests with clients and banks to complete due diligence and documentation accurately
• Support RMs in delivering high-quality service to high net-worth clients to boost retention
• Collaborate with clients, business support, and service providers to ensure timely transaction processing
• Manage desk administration tasks and coordinate RM meetings efficiently
• Analyze client requirements and assist RMs in maintaining account relationships and daily portfolio reports
• Serve as the primary client interface for initiating instructions, monitoring accounts, and cash management
• Initiate account openings/closures and update instruction checklists with complete documentation
• Promptly follow up on client calls and queries to uphold service standards
• Ensure regulatory compliance in daily operations
• Track outstanding documentation and fee payments to maintain accuracy
• Maintain trade and settlement records, monitor funding, and perform reconciliations
• Assist with audit preparation and respond to audit requirements
• Maintain up-to-date client static data and support process improvement projects

Skills

Banking & Finance

Priority/Private Banking

Analytical skills

Communication skills

Detail-oriented under pressure

Teamwork

Escalation to management

Tools

MS Office

Job description

Responsibilities

• Process onboarding requests by liaising with clients and Private Banks to complete due diligence checks and documentation accurately and promptly
• Support Relationship Managers (RMs) in delivering high-quality service to high net-worth clients to enhance client retention
• Collaborate with Clients, Business Support, and service providers to ensure timely transaction processing and fulfillment of client requirements
• Manage all desk administration tasks and coordinate RM meetings efficiently
• Analyze client requirements and assist RMs in maintaining account relationships and preparing portfolio reports daily
• Serve as the primary client interface for initiating client instructions, monitoring accounts, managing cash, and preparing necessary forms and documentation
• Initiate account openings, closures, and update instruction checklists while ensuring completeness of client documentation
• Follow up promptly on client calls and queries to maintain high service standards
• Ensure compliance with all regulatory requirements in daily operations
• Track and follow up on outstanding documentation and fee payments to maintain account accuracy
• Maintain trade and settlement records, monitor funding, and perform reconciliation tasks
• Assist with audit preparation and respond to audit requirements as needed
• Maintain accurate and up-to-date client static data
• Support administrative and process enhancement projects as assigned to improve operational efficiency

Preferred competencies and qualifications

• Relevant academic and professional experience in Banking & Finance, Priority/Private Banking
• Proficiency in MS Office applications to support daily operational tasks
• Strong analytical skills applied to client portfolio and transaction management
• Excellent communication skills to effectively liaise with clients and internal teams
• Ability to work dynamically and detail-oriented under pressure
• Demonstrated teamwork skills and timely escalation of issues to management