Requirements

Client Support & Relationship Management

Provide dedicated support to Relationship Managers in servicing HNW/UHNW clients
Act as a key point of contact for client enquiries, ensuring timely and high-quality responses
Assist in preparing client meeting materials, portfolio reviews, and investment proposals
Build and maintain strong internal and external client relationships

Account Management & Onboarding

Manage end-to-end account opening processes, including documentation review and liaising with compliance/operations teams
Conduct client due diligence (CDD), KYC reviews, and periodic account reviews in line with MAS regulations
Ensure accurate and timely maintenance of client records and documentation

Trade Execution & Product Support

Support trade execution across a wide range of investment products (equities, fixed income, funds, structured products, FX)
Monitor transactions and ensure proper booking and settlement of trades
Liaise with product specialists and internal stakeholders to support investment ideas and client requests

Operational & Administrative Support

Handle day-to-day BAU activities including payment instructions, portfolio monitoring, and reporting
Coordinate with internal teams (operations, compliance, legal) to resolve issues efficiently
Ensure all activities are compliant with internal policies and regulatory requirements

Requirements

2-6 years of relevant experience in private banking, wealth management, or retail banking (HNW segment preferred)
Strong knowledge of private banking products and services (e.g., equities, bonds, funds, structured products)
Solid understanding of KYC, AML, and regulatory requirements in Singapore
CACS Papers 1 & 2 certification (mandatory for Singapore-based roles)
Strong attention to detail, organisational skills, and ability to multitask in a fast-paced environment
Excellent communication and interpersonal skills
Proficiency in English; additional languages (e.g., Mandarin) are advantageous due to client coverage

Assistant Relationship Manager (SEA)