Director - Private Wealth Assistant Relationship Manager

The Japan Research Institute, Limited (Singapore Branch); Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

The Japan Research Institute, Limited (Singapore Branch) is seeking a Private Wealth Assistant Relationship Manager to support PWG in delivering onboarding and ongoing account service to high-net-worth clients in Singapore.

You will handle client account onboarding, maintenance, KYC and regulatory data, and coordinate with front office and lifecycle teams, ensuring accurate records in CRM and timely responses to client inquiries. Fluency in English, Cantonese and Mandarin is required.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 10 years of experience in banking, wealth management, or financial services.
• Strong understanding of financial products and market dynamics.
• Excellent communication and interpersonal abilities.
• Familiarity with regulatory standards and compliance processes.
• Proficiency in Microsoft Office and CRM tools.
• Fluency in English, Cantonese and Mandarin.
• Certifications such as CACS 1/2 are advantageous.

Responsibilities

• Assist PWG front office and lead ARMs in transactional activity and onboarding.
• Coordinate onboarding activity with Client Onboarding and Lifecycle Management Lead.
• Prepare and organize lifecycle management materials.
• Respond promptly to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritization and timely execution.
• Develop controls for processes owned by ARMs and onboarding teams.
• Ensure compliance with regulatory requirements, KYC, AML checks.
• Maintain updated client records in CRM and collaborate with internal teams.

Skills

Client onboarding

Regulatory knowledge

CRM proficiency

Strong communication

Attention to detail

Teamwork

Education

Bachelor’s degree in Finance, Business, Economics, Law or related field

Tools

Microsoft Office

CRM tools

Job description

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Date: Sep 11, 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, new account onboarding and account maintenance, assist with client KYC and regulatory data administration, and support special products and business development activities (NPC) to ensure a smooth and efficient client experience.

Key Responsibilities

• Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead
• Prepare, maintain, and organize client lifecycle management materials (training, checklist, guidelines), contributing also to NPC proposals, and ad-hoc information requests.
• Respond promptly to client queries and coordinate internal / external follow-ups.
• Support client onboarding pipeline prioritization, ensuring timely and accurate execution of client onboarding and account refresh activity
• Help identify process efficiency opportunities and assist in change initiatives.
• Develop, implement, and monitor key controls for processes owned by the ARMs and the Client Onboarding and Lifecycle Management teams
• Ensure compliance with regulatory requirements, Suitability, Tax, KYC, and AML checks.
• 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.
• Assist in planning and coordinating intra and cross departmental training regarding Client Onboarding and Lifecycle Management requirements

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 10 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, Cantonese, and Mandarin is required due to the role’s need to communicate effectively with clients who speak these languages
• Relevant certifications (e.g. CACS 1, 2) are advantageous.

Skills & Attributes

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