Wealth Onboarding & Client Services Associate

RED BEACON ASSET MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

RED BEACON ASSET MANAGEMENT PTE. LTD. is seeking an experienced Assistant Relationship Manager to support Relationship Managers and clients across the wealth management lifecycle.

You will assist with onboarding, investment administration, and ensure accurate documentation while upholding regulatory standards and delivering high-quality client service in a fast-paced environment. The role emphasizes client servicing, coordination with Compliance and Custodians, and timely responses to inquiries

Qualifications

• Diploma or degree in Banking, Finance, or Business.
• Min 3 years in Private Banking, Wealth Management or similar.
• Familiar with KYC/AML and investment documentation.
• CACS Papers 1 & 2 or RES5 and CM-EIP certification required.

Responsibilities

• Provide end-to-end support to Relationship Managers in servicing clients and investments.
• Assist with client onboarding, including AI status verification, KYC/AML and due diligence.
• Prepare and manage client documentation for accuracy and regulatory compliance.
• Coordinate with stakeholders to facilitate account openings and transactions.
• Ensure timely submission of account maintenance documents.
• Maintain organized client records and follow up on outstanding items.
• Support trade execution and settlement processes where applicable.
• Respond to client inquiries and deliver high-quality service.
• Adhere to regulatory requirements and internal procedures.

Skills

Client servicing

Attention to detail

Communication

Team coordination

Education

Diploma or Degree in Banking, Finance, or Business

CACS Papers 1 & 2 or RES5 and CM-EIP certification

Job description

RED BEACON ASSET MANAGEMENT PTE. LTD. is seeking an experienced Assistant Relationship Manager to support Relationship Managers and clients across the wealth management lifecycle.

You will assist with onboarding, investment administration, and ensure accurate documentation while upholding regulatory standards and delivering high-quality client service in a fast-paced environment. The role emphasizes client servicing, coordination with Compliance and Custodians, and timely responses to inquiries