Global Markets Assistant Relationship Manager (Financial Services/ Up to $7k) (ID: 690664)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 45,000 - 60,000; Full time

Job summary

A prominent recruitment agency in Singapore is seeking a dedicated professional to assist with client onboarding and account management. The role involves preparing reports, maintaining CRM integrity, and ensuring compliance with regulations. Ideal candidates will have a bachelor's degree in Finance or Business, along with 1-3 years of relevant experience in client servicing or investment support. Strong organizational skills and proficiency in MS Office are essential. This position offers opportunities for professional growth in a collaborative environment.

Qualifications

• 1–3 years of relevant experience in client servicing, operations, or investment support.
• Strong organizational skills with a keen eye for detail and accuracy.

Responsibilities

• Assist with client onboarding, account opening processes, and KYC documentation.
• Prepare materials for meetings, including portfolio reports and investment proposals.
• Maintain the integrity of CRM system data and support day-to-day administrative tasks.
• Coordinate schedules, travel arrangements, and meeting logistics.
• Collaborate with Compliance, Legal, and Operations teams to facilitate account processes.
• Track client prospects, support client events and business development efforts.
• Participate in investment discussions and assist in preparing market updates.
• Ensure compliance with regulatory standards and internal controls.

Skills

CRM

Bloomberg

Microsoft Office

Asset Allocation

Travel Arrangements

Internal Controls

PowerPoint

Compliance

Excel

Account opening process

KYC

Business Development

Education

Bachelor’s degree in Finance, Business, or a similar field

Tools

Microsoft Office Suite

Bloomberg or financial systems

Job description

Roles & Responsibilities

• Assist with client onboarding, account opening processes, KYC documentation, and follow‑up actions after meetings.
• Prepare materials for meetings, including portfolio reports and investment proposals, ensuring high attention to detail.
• Maintain the integrity of CRM system data and support day‑to‑day administrative tasks.
• Coordinate schedules, travel arrangements, and meeting logistics for seamless operations.
• Collaborate with Compliance, Legal, and Operations teams to facilitate account processes and KYC requirements.
• Track client prospects, prepare internal pipeline reports, and support client events and business development efforts.
• Participate in investment discussions, contribute to portfolio insights, and assist in preparing market updates and asset allocation recommendations.
• Ensure compliance with regulatory standards and internal controls by monitoring account documents and activities, escalating any identified risks.

Requirements

• Bachelor’s degree in Finance, Business, or a similar field.
• 1–3 years of relevant experience in client servicing, operations, or investment support.
• Strong organizational skills with a keen eye for detail and accuracy.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with Bloomberg or financial systems is advantageous.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

Key Skills

• CRM
• Bloomberg
• Microsoft Office
• Asset Allocation
• Travel Arrangements
• Internal Controls
• PowerPoint
• Compliance
• Excel
• Account opening process
• KYC
• Business Development

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