Private Wealth Management - Relationship Manager Assistant (Singapore)

Huatai International Financial Holdings Company Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Huatai International Financial Holdings Company Limited in Singapore is seeking a dedicated client service professional to provide support to Relationship Managers servicing Private Banking clients. The role requires understanding client needs, maintaining account relationships, and handling enquiries promptly.

Ideal candidates should possess a Bachelor Degree and have at least 3 years of experience in private wealth management. Strong communication skills in Mandarin and English are required, making this position critical in supporting the company's international operations.

Qualifications

• 3 years or more of relevant experience in the private wealth management industry.
• Entrepreneurial spirit with high level of self-motivation.
• A team player, collaborative with excellent communication skills.

Responsibilities

• Provide administrative and client service support to Relationship Managers.
• Understand client requirements and maintain account relationships.
• Handle and follow up client enquiries professionally.
• Coordinate and communicate with different internal channels.

Skills

Strong communication skills

Proficiency in Mandarin Chinese

Proficient in English

Interpersonal skills

Education

Bachelor Degree or above

Job description

About Us

Huatai International Financial Holdings Company Limited ("Huatai International" or "the Company"), is the only overseas wholly‑owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays a crucial role in the group’s internationalization strategy by:

• providing offshore capital market services and a global business platform and providing onshore clients with valuable cross‑border capital market services (aligned with the mainland China government’s policies and commercial intentions)
• actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China
• integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions

Huatai International operates as a holding company for consolidating all of the group’s cross‑border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a "BBB+" rating (for long term) and "A‑2" (for short‑term).

Job Description

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients
• Understand client requirements and assist relationship managers in daily maintenance of account relationships
• Assist with account openings or any other client’s instructions and interface with client to ensure completion of documentation requirements
• Handle and follow up clients’ enquiries, service requests and complaints in a timely and professional manner
• Coordinate and communicate with different internal channels to support client’s requests
• Comply with various regulatory requirements, company regulations and management measures
• Conduct Product Suitability assessment and execute trade instructions for clients
• Maintain client data and reports and handle administrative duties
• Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification

• Bachelor Degree or above
• 3 years & above of relevant experience in the private wealth management industry
• Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
• Entrepreneurial spirit with high level of self‑motivation
• A team player, collaborative with excellent communication and interpersonal skills.