UHNW Wealth: Assistant Relationship Manager

AGLAIA FAMILY OFFICE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading family office in Singapore is looking for an Assistant Relationship Manager to support portfolio management for ultra-high-net-worth clients. The role involves assisting Relationship Managers in daily client interactions, investment placements, and maintaining strong client relationships. Candidates should have at least 2 years of experience in wealth management and possess excellent communication skills. A collaborative work environment offers room for professional growth in a dynamic sector.

Benefits

Opportunities for professional growth

Dynamic work environment

Exposure to diverse asset classes

Qualifications

• At least 2 years of working experience in wealth management, private banking, or family office environments.
• Strong proficiency in Microsoft Office.
• Technologically savvy with a focus on improving efficiency.

Responsibilities

• Support senior RMs to provide excellent service to clients.
• Assist RMs in daily maintenance of account relationships.
• Help clients with trades and transaction processing.

Skills

Wealth Management

Ability to Multitask

Transaction Processing

Microsoft Office

Regulatory Compliance

Process Improvement

Interpersonal Skills

Investments

Relationship Management

Private Banking

Capital Markets

Communication Skills

KYC

Stakeholder Management

Education

Bachelor’s Degree in a relevant field

Job description

A leading family office in Singapore is looking for an Assistant Relationship Manager to support portfolio management for ultra-high-net-worth clients. The role involves assisting Relationship Managers in daily client interactions, investment placements, and maintaining strong client relationships. Candidates should have at least 2 years of experience in wealth management and possess excellent communication skills. A collaborative work environment offers room for professional growth in a dynamic sector.