Private Banking: Assistant Relationship Manager for UHNW Clients

SEEDROCK ASIA PTE. LTD.; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

A family office and Wealth Manager in Singapore is seeking an Assistant Relationship Manager to support a portfolio of high-net-worth clients. The role involves assisting in financial analyses, collaborating with departments, and resolving client inquiries. Ideal candidates should have a diploma in a related field and exhibit strong communication, analytical, and problem-solving skills. Flexibility and a detail-oriented approach are essential for success in this dynamic environment.

Qualifications

• Fresh graduates with a diploma are welcome to apply.
• Willingness to work a flexible schedule is necessary.
• Detail-oriented individuals with strong analytical skills preferred.

Responsibilities

• Assist Managing a portfolio of high-net-worth clients.
• Prepare financial analyses and position trackers.
• Collaborate with other departments for service delivery.
• Conduct client reviews and identify cross-selling opportunities.
• Stay updated on market trends and investment products.
• Support administrative tasks related to client servicing.
• Resolve client inquiries and concerns professionally.
• Participate in client events to enhance relationships.

Skills

Understanding of financial markets

Excellent communication skills

Analytical abilities

Interpersonal skills

Problem-solving skills

Education

Diploma in Accounting, Business, or related field

Job description

A family office and Wealth Manager in Singapore is seeking an Assistant Relationship Manager to support a portfolio of high-net-worth clients. The role involves assisting in financial analyses, collaborating with departments, and resolving client inquiries. Ideal candidates should have a diploma in a related field and exhibit strong communication, analytical, and problem-solving skills. Flexibility and a detail-oriented approach are essential for success in this dynamic environment.