Assistant Relationship Manager, Private Bank
Assistant Relationship Manager, Private Bank
LMA Recruitment4-6 Years
- Posted a day ago
- Be among the first 10 applicants
Job Description
Access our latest Wealth Management Report here!
https://www.lmarecruitment.com.sg/2026-wealth-management-report#WealthManagement2026
About the Role
Our client is a leading private bank. This role offers the opportunity to work closely with their top performing Relationship Managers in delivering high-quality service to HNW/UHNW clients.
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
Required Skills
- 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 [Confidential Information] 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
More Info
Key Skills
wealth management solutions
compliance with regulatory requirements
client onboarding
Mandarin language
investment transactions
portfolio monitoring
About Company
Skills:
Aml, Kyc, Trade Execution, Private Banking products, Client servicing processes, Regulatory Requirements
Skills:
Aml, Client due diligence, Financial analysis, Client Servicing, credit assessment, Financial crime risk management, Treasury, Trade Finance, Dcm, Kyc, Legal Documentation, Credit Analysis, Credit Administration
Skills:
Microsoft Office, Banking Products, Financial Services, investment products
Skills:
wealth management solutions, Mandarin language, investment products
Skills:
capital market outlook, analytical capabilities, AI tools, investment experience, performance attribution, Presentation Skills, investment acumen, Mba, local regulatory licenses, Client Relationship Management, professional certifications, asset allocation, portfolio construction, collaboration skills, multi-asset class portfolios, CFA