Junior Wealth Relationship Associate

ASCEND WEALTH PTE. LTD.; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

A multi-family office in Singapore is seeking a Junior Relationship Management Associate to support Relationship Managers in providing excellent service to High Net Worth clients. The ideal candidate will have a Bachelor’s Degree and 2–4 years of experience in private banking or wealth management. Responsibilities include assisting with client onboarding, executing trade placements, and maintaining accurate client documentation, all while adhering to compliance standards.

Qualifications

• 2–4 years in private banking or wealth management expected.
• Familiarity with KYC/CDD and regulatory requirements is advantageous.
• Reliable and discreet handling of confidential information required.

Responsibilities

• Support Relationship Managers in maintaining client relationships.
• Assist with client onboarding and account maintenance.
• Execute trade placements and ensure timely reporting of trades.
• Monitor client portfolio performance and funding requirements.

Skills

Strong command of written and spoken English

Detail-oriented

Service-oriented

Ability to multi-task

Education

Bachelor’s Degree in Finance, Economics, Business, or related discipline

Tools

Understanding of financial markets and banking instruments

Job description

A multi-family office in Singapore is seeking a Junior Relationship Management Associate to support Relationship Managers in providing excellent service to High Net Worth clients. The ideal candidate will have a Bachelor’s Degree and 2–4 years of experience in private banking or wealth management. Responsibilities include assisting with client onboarding, executing trade placements, and maintaining accurate client documentation, all while adhering to compliance standards.