Private Banking Assistant Relationship Manager

SEEDROCK ASIA PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A wealth management firm in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers in managing portfolios of high-net-worth clients. Responsibilities include preparing financial analyses, collaborating with various departments, and providing personalized client service. Ideal candidates are recent graduates with a diploma in Accounting or Business and possess strong communication skills. Join a dedicated team focused on quality wealth management service.

Qualifications

• Poly fresh grad with diploma in Accounting, Business, or a related field.
• Willing to work on flexible schedule.
• Understanding of financial markets, investment products, and wealth management strategies.
• Demonstrated professionalism, integrity, and confidentiality.

Responsibilities

• Assist Relationship Managers in managing a portfolio of high-net-worth clients.
• Preparation of financial analyses and position trackers.
• Collaborate with other departments for seamless service delivery.
• Assist in conducting client reviews and identifying cross-selling opportunities.
• Stay updated on market trends and investment products.
• Support administrative tasks related to account opening and client servicing.
• Assist in resolving client inquiries and issues.
• Participate in client events and presentations.

Skills

Excellent communication and interpersonal skills

Detail-oriented

Analytical and problem-solving abilities

Understanding of financial markets

Education

Diploma in Accounting, Business, or related field

Job description

A wealth management firm in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers in managing portfolios of high-net-worth clients. Responsibilities include preparing financial analyses, collaborating with various departments, and providing personalized client service. Ideal candidates are recent graduates with a diploma in Accounting or Business and possess strong communication skills. Join a dedicated team focused on quality wealth management service.