Relationship Management Associate (ARM)

ASCEND WEALTH PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore is seeking a Junior Relationship Management Associate to support Relationship Managers in providing exceptional service to High Net Worth clients. Ideal candidates should have a Bachelor's degree and 2–4 years of experience in private banking or wealth management. Responsibilities include client onboarding, transaction processing, monitoring portfolio performance, and ensuring compliance with regulatory standards. Strong English skills and a service-oriented attitude are essential.

Qualifications

• 2–4 years of relevant experience in private banking, wealth management, or family offices.
• Familiarity with KYC/CDD, AML/CFT and regulatory requirements is advantageous.
• Ability to multi-task and work effectively under pressure.

Responsibilities

• Support Relationship Managers in delivering high-quality service to HNW clients.
• Assist with client onboarding, account opening, and transaction processing.
• Monitor and track client portfolio performance and execute funding-related trades.

Skills

Detail-oriented

Service-driven

Team player

Strong command of English

Understanding of financial markets

Education

Bachelor’s Degree in Finance, Economics, Business or related discipline

Job description

Relationship Management Associate (Junior)

Multi-Family Office | Singapore

Job Description

We are seeking a Junior Relationship Management Associate to support our Relationship Managers in delivering high-quality service to High Net Worth (HNW) clients within a multi-family office environment. This role is well-suited for a university graduate with 2–4 years of relevant experience in private banking, wealth management, or a similar financial services setting, who is detail-oriented, service-driven, and a strong team player.

Key Responsibilities

• Support Relationship Managers and fellow Relationship Management Associates in building and maintaining long-term relationships with HNW & UNHW clients
• Assist with client onboarding, account opening, ongoing account maintenance, transaction processing, and service delivery in accordance with clients’ requirements
• Execute trade placements, perform trade logging, and ensure accurate and timely reporting of trades and investment activities
• Monitor and track client portfolio performance, structured products, and funding requirements; execute funding-related trades when required
• Analyse in-house asset management products, prepare investment proposals, and assist with portfolio rebalancing activities
• Conduct independent call-backs to verify client instructions in accordance with internal controls and regulatory requirements
• Ensure client documentation, including KYC/CDD records, call reports, and related records, are complete, accurate, and kept up-to-date
• Prepare client-facing materials, including market updates, portfolio performance reports, and investment presentations
• Perform administrative duties as required, including proper physical and electronic filing of client documents and records
• Stay informed of relevant financial, compliance, and regulatory requirements applicable to the role
• Ensure all trade execution and administrative processes are conducted in full compliance with internal procedures and regulatory standards

Requirements

• Bachelor’s Degree from a recognised university (Finance, Economics, Business or related discipline preferred)
• 2–4 years of relevant experience in private banking, wealth management, family offices, or other financial institutions
• Strong command of written and spoken English
• Good understanding of financial markets and banking instruments (e.g. equities, fixed income, structured products, derivatives)
• Familiarity with KYC/CDD, AML/CFT and regulatory requirements is advantageous
• Service-oriented, a strong team player with a pleasant disposition and a strong sense of professionalism
• Detail-oriented, reliable, and able to exercise discretion when handling confidential client information
• Ability to multi-task, work independently, and perform effectively under pressure, while remaining a strong team player
• Demonstrates a good work ethic, accountability, and a willingness to learn in a fast-paced environment