Relationship Management Assistant – Private Banking

Raffles Family Office; Singapore; On-site; SGD 50,000 - 73,000; Full time

Job summary

Raffles Family Office in Singapore seeks an experienced onboarding specialist to manage new account openings, KYC onboarding, and client inquiries while ensuring accurate execution and compliance with private banking standards.

You will support Relationship Managers and collaborate with internal and external stakeholders to deliver seamless wealth management services and fund subscriptions.

Qualifications

• Must have MAS RNF license (Registered Financial Navigator) and strong knowledge of KYC processes.
• 3–5 years of relevant experience in private banking or wealth management.
• Familiar with private bank account openings, KYC write-ups, and procedures.

Responsibilities

• Handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Assist in account openings during onboarding, including KYC beef-up and KYC benchmarking.
• Manage and resolve client/RM inquiries regarding Raffles Family Office services and products.
• Ensure timely and accurate execution of client requests and transactions.
• Assist with onboarding of new Relationship Managers.
• Assist in fund subscription documentation and processing.
• Perform other ad-hoc tasks assigned by Relationship Managers.
• Liaise with internal stakeholders and external parties.

Skills

KYC procedures

Account openings

Client onboarding

MS Office

English & Chinese

Communication

Interpersonal skills

Education

MAS RNF license

Tools

MS Office

Job description

Raffles Family Office in Singapore seeks an experienced onboarding specialist to manage new account openings, KYC onboarding, and client inquiries while ensuring accurate execution and compliance with private banking standards.

You will support Relationship Managers and collaborate with internal and external stakeholders to deliver seamless wealth management services and fund subscriptions.