Assistant Relationship Manager, Private Bank
Assistant Relationship Manager, Private Bank
LMA Recruitment4-6 Years
- Posted 2 days 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
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Key Skills
About Company
Skills:
Wealth management solutions, investment products, Ongoing portfolio monitoring, Trade Execution, Client onboarding, Client Servicing, Investment transactions, Portfolio Management
Skills:
Microsoft Office, financial and investment products, Banking Products, Financial Services
Skills:
Equities, Client Servicing, wealth management principles, CACS Papers 1 and 2, investment products, foreign exchange, relationship management, structured products, Financial Planning, Fixed Income
International Private Bank, Lending Advisor, Vice President, SEA Market, based in SingaporeJP Morgan Chase & Co.
Skills:
commercial real estate , compliance procedures , credit documentation, Credit Risk Management, investment real estate loans, Credit Administration, loan closing procedures, structuring complex transactions, derivative products, financial analysis, account maintenance procedures, bridge loans, concentrated collateral loans, Wealth Management, aircraft lending
Skills:
Excel, derivative-based investment strategies, FX products, Bloomberg, treasury markets, equity-linked products, VBA development, fixed income solutions, structured products