Assistant Relationship Manager, Established Financial Institution

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.

Singapore, Singapore
Not specified
Manage client relationships for hnw clients
Oversee account opening and maintenance tasks
Ensure compliance with kyc regulations
REVE PARTNERS EXECUTIVE SEARCH PTE. LTD. is seeking an Assistant Relationship Manager for an established financial institution in Singapore. The role involves supporting Relationship Managers in providing high-quality services to high-net-worth clients in the Greater China markets, requiring relevant experience in wealth management and fluency in Mandarin Chinese and English

Job Summary

  • The role involves supporting a Relationship Manager in delivering high-quality services to High Net Worth clients in the Greater China markets.
  • Key responsibilities include overseeing operational tasks such as account opening, trading, transfers, and ensuring strict adherence to Know Your Customer regulations.
  • Candidates must possess CMFAS qualifications and fluency in both English and Mandarin Chinese to effectively liaise with diverse clients.

Matching Summary

Match Score: 85

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD. is seeking an Assistant Relationship Manager for an established financial institution in Singapore. The role involves supporting Relationship Managers in providing high-quality services to high-net-worth clients in the Greater China markets, requiring relevant experience in wealth management and fluency in Mandarin Chinese and English.

Skills & Requirements

Must-have

  • Manage client relationships for HNW clients
  • Oversee account opening and maintenance tasks
  • Ensure compliance with KYC regulations
  • Execute client instructions accurately
  • Assist with meeting preparation and travel

Nice-to-have

  • Strong communication skills in team environment
  • Exceptional attention to detail
  • High organizational skills
  • Ability to handle ad-hoc duties

Key Requirements

  • Tertiary education in Finance
  • At least 3 years of Wealth Management experience
  • CMFAS qualifications required
  • Fluency in English and Mandarin Chinese

Work Rights

Not specified

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