Assistant Relationship Manager, Private Bank

Responsibilities

• Support top performing Relationship Managers in portfolio management, including client servicing, documentation, and execution of investment transactions
• Serve as a primary contact for clients, handling enquiries, transactions, and day-to-day operational matters efficiently
• Assist with client onboarding, trade execution, and ongoing portfolio monitoring (e.g. maturities, margin levels)
• Ensure compliance with regulatory requirements while maintaining accurate client records and identifying opportunities to promote the bank's products and services

Requirements

• Minimum 4 years of relevant experience in private banking assistant relationship manager roles
• Good understanding of investment products and wealth management solutions
• Proficiency in Mandarin language will be advantageous to liaise with North Asia clients
• Feel free to reach out to me at desiree.low@lmarecruitment.com.sg and we can have a confidential chat or apply through this listing.
• Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R24121689 | Desiree Low Sher Rae

Additional Information

Our client is a leading private bank. This role offers the opportunity to work closely with their top performing Relationship Manager in delivering high-quality service to HNW/UHNW clients.

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