We are partnering with an established Swiss Private Bank on an Assistant Relationship Manager hire within its Singapore Private Banking team.
This is a front-line client servicing role supporting experienced Relationship Managers and their HNW/UHNW client portfolios, with significant exposure to clients, investment activities and the broader wealth management platform.
Responsibilities
- Partner closely with Relationship Managers in managing and servicing HNW/UHNW client relationships
- Act as a key point of contact for clients on day-to-day banking, investment and administrative matters
- Facilitate trade and transaction instructions across multiple asset classes
- Manage account opening, onboarding, KYC/AML documentation and periodic reviews
- Coordinate with Investment Advisory, Product, Credit, Compliance and Operations teams
- Support credit, lending and investment-related documentation and execution
- Prepare portfolio information and materials for client meetings and reviews
- Proactively manage client requests, transaction follow-ups and operational matters
- Ensure all activities are conducted in accordance with internal controls and regulatory requirements
Requirements
- 3–7+ years of relevant Private Banking / Wealth Management experience
- Currently operating as an Assistant Relationship Manager, Client Service Executive or equivalent
- Strong understanding of private banking products, trade execution and client servicing processes
- Experienced in supporting sophisticated HNW/UHNW client portfolios
- Sound knowledge of KYC/AML and private banking regulatory requirements
- High level of attention to detail, responsiveness and discretion
- Strong communication skills with confidence engaging both clients and senior bankers
Application Process
Qualified candidates are invited to submit their updated CV to Jun Leong at *************, referencing the position title in the subject line to expedite the assessment process. Due to the anticipated volume of applications, only shortlisted candidates will be contacted.
License No: 24S2395
Registration No: R1874438