Junior Wealth Relationship Manager

TREVOSE PARTNERS EXECUTIVE PTE. LIMITED; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore is seeking a Junior / Assistant Relationship Manager to support senior Relationship Managers in servicing high-net-worth clients. Responsibilities include managing client relationships, preparing investment proposals, and ensuring compliance with regulations. The ideal candidate will hold a Bachelor’s degree and have up to 3 years of experience in wealth management. Strong communication skills and attention to detail are essential, along with proficiency in Excel and PowerPoint.

Qualifications

• Bachelor’s degree is necessary.
• 0–3 years of experience in wealth management or financial services is preferred.
• Strong communication and client-centric skills are essential.

Responsibilities

• Support senior RMs in managing client relationships.
• Prepare client reports and meeting materials.
• Assist with client onboarding processes including KYC/AML.
• Help prepare investment proposals and portfolio reviews.
• Ensure compliance with internal standards and regulations.

Skills

Strong communication skills

Interpersonal skills

Detail-oriented

Proactive

Eager to learn

Education

Bachelor’s degree in Finance, Business, Economics, or equivalent

Tools

Microsoft Excel

Microsoft PowerPoint

CRM systems

Job description

A financial services firm in Singapore is seeking a Junior / Assistant Relationship Manager to support senior Relationship Managers in servicing high-net-worth clients. Responsibilities include managing client relationships, preparing investment proposals, and ensuring compliance with regulations. The ideal candidate will hold a Bachelor’s degree and have up to 3 years of experience in wealth management. Strong communication skills and attention to detail are essential, along with proficiency in Excel and PowerPoint.