Private Wealth Onboarding & Lifecycle Manager

The Japan Research Institute, Limited (Singapore Branch); Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

The Japan Research Institute, Limited (Singapore Branch) is seeking a Private Wealth Assistant Relationship Manager to support high-net-worth client onboarding and lifecycle service. You will handle onboarding, account setup, maintenance, and KYC tasks while coordinating with PWG front office and cross-functional teams.

Ideal candidates have 7–10 years of banking/wealth experience, fluency in English and Mandarin, strong regulatory knowledge, and proficiency in MS Office and CRM tools.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Law or related field.
• 7–10 years of experience in banking, wealth management, or financial services.
• Good understanding of financial products and market dynamics.
• Strong organizational skills with attention to detail.
• Excellent communication and interpersonal abilities.
• Familiarity with regulatory standards and compliance processes.
• Proficiency in Microsoft Office and CRM tools.
• Fluency in English and Mandarin required for client communication.
• Certifications (e.g. CACS 1, 2) advantageous.

Responsibilities

• Assist PWG front office (Relationship Managers and ARMs) with onboarding, account setup/maintenance, and related tasks.
• Prepare, maintain, and organize lifecycle management materials and NPC proposals.
• Respond promptly to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritization and timely execution of onboarding and account refresh activity.
• Identify process efficiency opportunities and assist in change initiatives.
• Develop, implement, and monitor controls for processes owned by ARMs and onboarding teams.
• Ensure compliance with regulatory requirements, KYC/AML checks.
• Maintain updated client records in CRM and collaborate with investment, product, and operations teams.
• Coordinate training on Client Onboarding and Lifecycle Management requirements.

Skills

Client onboarding

KYC compliance

CRM usage

Regulatory knowledge

Multilingual English/Mandarin

MS Office

Communication skills

Project coordination

Education

Bachelor's degree in Finance/Business/Economics/Law or related

Tools

CRM tools

MS Office

Job description

The Japan Research Institute, Limited (Singapore Branch) is seeking a Private Wealth Assistant Relationship Manager to support high-net-worth client onboarding and lifecycle service. You will handle onboarding, account setup, maintenance, and KYC tasks while coordinating with PWG front office and cross-functional teams.

Ideal candidates have 7–10 years of banking/wealth experience, fluency in English and Mandarin, strong regulatory knowledge, and proficiency in MS Office and CRM tools.