Assistant Relationship Manager - eFinancialCareers

Key Responsibilities - Provide day-to-day support to Relationship Managers in managing HNW/UHNW client relationships. - Act as a key point of contact for clients on operational and administrative matters. - Coordinate account opening, maintenance, periodic reviews, and KYC/AML documentation. - Assist with onboarding new clients and ensuring all regulatory requirements are fulfilled. - Support execution of investment transactions across various asset classes, including equities, bonds, funds, structured products, and FX. - Liaise with internal stakeholders such as Compliance, Operations, Client Onboarding, Credit, Product Specialists, and Risk teams. - Prepare client meeting materials, investment proposals, portfolio reviews, and presentation decks. - Monitor client portfolios and follow up on pending transactions, documentation, and service requests. - Ensure timely resolution of client queries and requests while maintaining high service standards. - Support Relationship Managers in identifying opportunities to deepen client relationships and grow assets under management (AUM). - Maintain accurate client records in accordance with internal policies and regulatory requirements. Requirements - Bachelor's degree or Diploma in Banking, Finance, Business, Economics, or related discipline. - Minimum 1-5 years of experience in Private Banking, Wealth Management, Retail Priority Banking, External Asset Management (EAM), Family Office, or a related financial services environment. - Experience supporting Relationship Managers and handling client servicing responsibilities. - Familiarity with account opening processes, KYC/AML requirements, and investment products. - Strong attention to detail and ability to manage multiple priorities in a fast-paced environment. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office applications. - CACS certification or willingness to obtain the relevant licensing requirements. - Proficiency in additional Asian languages (e.g. Mandarin) is advantageous due to interaction with regional clients.