Assistant Relationship Manager, Private Bank

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.

Key ResponsibilitiesSupport top performing Relationship Managers in portfolio management, including client servicing, documentation, and execution of investment transactionsServe as a primary contact for clients, handling enquiries, transactions, and day-to-day operational matters efficientlyAssist 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

RequirementsMinimum 4 years of relevant experience in private banking assistant relationship manager rolesGood understanding of investment products and wealth management solutionsProficiency 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