Relationship Management Associate (ARM)

ASCEND WEALTH PTE. LTD.; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

A multi-family office in Singapore is seeking a Junior Relationship Management Associate to support Relationship Managers in providing excellent service to High Net Worth clients. The ideal candidate will have a Bachelor’s Degree and 2–4 years of experience in private banking or wealth management. Responsibilities include assisting with client onboarding, executing trade placements, and maintaining accurate client documentation, all while adhering to compliance standards.

Qualifications

• 2–4 years in private banking or wealth management expected.
• Familiarity with KYC/CDD and regulatory requirements is advantageous.
• Reliable and discreet handling of confidential information required.

Responsibilities

• Support Relationship Managers in maintaining client relationships.
• Assist with client onboarding and account maintenance.
• Execute trade placements and ensure timely reporting of trades.
• Monitor client portfolio performance and funding requirements.

Skills

Strong command of written and spoken English

Detail-oriented

Service-oriented

Ability to multi-task

Education

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

Tools

Understanding of financial markets and banking instruments

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