Assistant relationship manager

Reference: BH-24338-3

The client is a private bank. As an ARM, you will be involved in supporting the private bankers in servicing their HNW/UHNW clients.

Job Description:

Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.
Serve as the primary support contact for client queries, transactions, and administrative requests
Prepare client presentations and assist in administartive matters relating to onboarding of new clients
Identify cross-selling opportunities and assist in marketing bank products and services
Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements
Process trade orders and monitor client portfolios (eg. margin levels , upcoming maturities etc)
Ensure full adherence to regulatory and compliance standards
Maintain proper documentation and record keeping

Skills and requirements:

Bachelor’s degree in Finance, Business, Economics, or a related field
3 years of experience in private banking, wealth management, or financial services
Strong understanding of financial products
Excellent communication and interpersonal skills
Strong analytical ability and attention to detail

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

Connect with us at www.ethosbc.com

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