UHNW Relationship Support Associate

BLUE EDGE ADVISORS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore seeks a meticulous Relationship Manager Support. The role involves assisting in client management and executing tasks related to client interactions. Candidates should have a diploma in Banking & Finance, proficiency in both Chinese and English, and be adept in Microsoft Office, especially Excel. Prior experience in financial services is an advantage. This role offers a dynamic work environment.

Qualifications

• Diploma or higher qualification in Banking & Finance or related discipline is required.
• Prior experience in financial services is preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Support Relationship Manager in servicing clients.
• Liaise with various service providers.
• Execute client enquiries accurately and timely.

Skills

Attention to detail

Proactive

Strong organizational discipline

Excellent spoken and written communication in Chinese and English

Proficiency in Microsoft Office, especially Excel

Education

Diploma or higher in Banking & Finance or Business Administration

CACS Paper 1 & 2 certification

Job description

A financial advisory firm in Singapore seeks a meticulous Relationship Manager Support. The role involves assisting in client management and executing tasks related to client interactions. Candidates should have a diploma in Banking & Finance, proficiency in both Chinese and English, and be adept in Microsoft Office, especially Excel. Prior experience in financial services is an advantage. This role offers a dynamic work environment.