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Assistant Relationship Manager - NRI Market, Private Bank

Perennial77 open roles

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Singapore
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Your applicationOpen nowAssistant Relationship Manager - NRI Market, Private BankPerennial · Singapore
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11.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: first seen 15 hours ago

The posting

Our client, a distinguished European Private Bank, has a long-standing tradition of providing expert financial guidance and exceptional service to high-net-worth individuals and families. They are seeking a client-oriented Assistant Relationship Manager to support their NRI team in strengthening and managing client relationships.

Job Description

As an Assistant Relationship Manager, you will:

  • Provide proactive assistance to Relationship Managers in overseeing client portfolios, ensuring a seamless and high-quality client experience.
  • Assist with the preparation and processing of account opening documentation, KYC (Know Your Customer) compliance, and ongoing due diligence.
  • Support the development of investment proposals, portfolio assessments, and customized financial solutions tailored to client needs.
  • Collaborate with internal teams to ensure the smooth execution of credit approvals and investment transactions.
  • Continuously monitor client portfolios and identify opportunities to refine and enhance financial strategies.
  • Maintain adherence to regulatory requirements and internal policies to uphold high operational standards.
  • Act as the primary contact for client inquiries, delivering timely and effective support.

Job Requirements

The ideal candidate should have:

  • At least five years of experience in private banking, with strong exposure to the SEA or NRI market.
  • A bachelor's degree in finance, economics, business administration, or a related discipline, along with CACS Paper 1 and 2 certification.
  • A comprehensive understanding of financial products, investment solutions, and regulatory frameworks.
  • Fluency in English and Mandarin to effectively communicate with Greater China clients.
  • Excellent organizational, interpersonal, and analytical skills, with the ability to perform under pressure in a dynamic environment.

If you are passionate about private banking and eager to contribute to a high-performing team, we encourage you to apply for this exciting opportunity. Join us in delivering first-class service to our esteemed clients in the region.

For inquiries, please contact Gerda at [email protected] for a confidential discussion.

Please note that only shortlisted candidates will be contacted.

EA No 23S1936 Reg No R24124819

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