Private Banking Assistant Relationship Manager

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

GREENLANE PRIVATE LTD. in Singapore is hiring an Assistant Relationship Manager to support the Private Banking team. The role involves assisting Relationship Managers with high-quality client servicing, regulatory compliance, and smooth operations.

You will perform KYC reviews, support trade instructions, prepare and file documents, and coordinate with internal departments to ensure timely transactions. Fluency in English and Mandarin is required, with a degree in Business/Banking and relevant

Qualifications

• Experience in KYC reviews for existing clients and onboarding checks.
• Ability to support RMs with order execution and client communication, including trade instructions by phone.
• Prepare and submit transaction and account documents in a timely manner.
• Handle post-account opening activities, including welcome packages and MAS-related letters.
• Coordinate with internal departments to ensure smooth transactions and compliance.

Responsibilities

• Perform periodic KYC reviews for existing clients and assist with preliminary checks for new client onboarding when required.
• Support RMs in order execution and client communication, including handling trade instructions via phone.
• Ensure all transaction and account documents are accurately prepared, organized, and submitted to relevant departments in a timely manner.
• Handle post-account opening activities, such as preparing welcome packages, AI opt-in letters, and related documentation.
• Prepare and verify documents in compliance with MAS regulations and internal procedures.
• Coordinate with internal departments to ensure smooth and efficient transactions.

Skills

KYC reviews

Trade instruction handling

Client communication

Interpersonal skills

English

Mandarin

Education

Bachelor’s Degree in Business, Banking & Finance

BSC Grade A

CACS Paper 1 & 2

Job description

Location: Singapore

Employment Type: Permanent, Full-time

Industry: Banking & Financial Services

Job Responsibilities

We are hiring an Assistant Relationship Manager (ARM) to support the Private Banking team of our banking client. The successful candidate will assist Relationship Managers (RMs) in providing high-quality client servicing, ensuring smooth operational processes, and maintaining compliance with regulatory requirements.

Key responsibilities include:

• Perform periodic KYC reviews for existing clients and assist with preliminary checks for new client onboarding when required.
• Support RMs in order execution and client communication, including handling trade instructions via phone.
• Ensure all transaction and account documents are accurately prepared, organized, and submitted to relevant departments in a timely manner.
• Handle post-account opening activities, such as preparing welcome packages, AI opt-in letters, and related documentation.
• Prepare and verify documents in compliance with MAS regulations and internal procedures.
• Coordinate with internal departments to ensure smooth and efficient transactions.
• Perform other duties as assigned by the Head of Department or management.

Job Requirements

• Bachelor’s Degree or higher in Business, Banking & Finance, or related discipline from a recognized institution.
• Minimum 2 years of Premium Banking RM experience or 3 years of Premium Banking ARM experience.
• BSC Grade A (if applicable).
• CACS Paper 1 & 2 passed or in progress.
• Proficiency in English and Mandarin to liaise with Mandarin-speaking clients and stakeholders.
• Strong interpersonal, communication, and organizational skills, with the ability to work effectively across multiple departments.