North Asia Wealth: Assistant Relationship Manager

ca indosuez (switzerland) sa; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

ca indosuez (switzerland) sa is seeking a Wealth Management generalist to support one or more Relationship Managers as a CSO/ARM within the EAM Desk, handling administrative and operational management of client portfolios. You will discharge responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

The role requires a university degree and CACS Paper 1 and 2, with 5–10 years’ experience in client servicing or sales operations.

Qualifications

• University degree or equivalent.
• CACS Papers 1 & 2 are required.

Responsibilities

• Open accounts, prepare documentation and instructions.
• Process credit approvals, investment and deposit transactions.
• Execute clients’ instructions.
• Effect transactions and inform RMs and clients of irregularities.
• Ensure private banking transactions comply with policies and legal requirements.
• Be the key contact for client enquiries on daily operations.
• Conduct controls-related duties (e.g., call-backs).
• Take on additional tasks as assigned.

Skills

Client servicing

Sales operations

Chinese language

English language

Interpersonal skills

Education

University degree

CACS Papers 1 & 2

Job description

ca indosuez (switzerland) sa is seeking a Wealth Management generalist to support one or more Relationship Managers as a CSO/ARM within the EAM Desk, handling administrative and operational management of client portfolios. You will discharge responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

The role requires a university degree and CACS Paper 1 and 2, with 5–10 years’ experience in client servicing or sales operations.