- Singapore
全职 Assistant Relationship Manager 工作, 薪水 up to SGD 8,000, WILLMARK ADVISORY PTE. LTD. 公司招聘中 - Ricebowl
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岗位职责
Our client is a Prominent Foreign Financial Institution and are searching for a self-motivated and detailed Assistant Relationship Manager for their SEA & North Asia desk.
This role will provide critical operational support for the Southeast Asia & North Asia desk. Managing complex account openings, multi-custody order executions and ongoing portfolio administration with rigorous compliance reviews to ensure a seamless service experience for their ultra high-net-worth clients is critical.
KEY RESPONSIBILITIES:
Client Onboarding & KYC:
Manage the end to end account opening process for Individual Ultra High-net-worth accounts. Perform rigorous CDD, KYC and AML checks in line with MAS guidelines.
Trade Execution & Processing:
Receive, verify and accurately execute orders routed by dedicated RMs/Clients via telephone or secured institutional messaging systems.
Operational Support & Troubleshooting:
Serve as the primary operational support for RMs. Resolve trade settlements issues, corporate action discrepancies and payment delays promptly.
Portfolio & Administrative Management:
Coordinate regular portfolio valuation reports, account summaries and custom financial statements. Handle fee calculations, retrocession payments and administrative callbacks.
Regulatory Compliance & Risk Control:
Ensure all transactions and daily workflows adhere strictly to internal risk matrices, cross-border rules and regional regulatory frameworks.
REQUIREMENTS:
A degree with at least 5 years of relevant working experience and at least 2 years experience with Ultra High-Net-Worth clients.
RNF License is a MUST.
Good interpersonal communication skills. Effectively Bi-lingual in English and Mandarin is a MUST.
Detailed oriented and Highly motivated.
If you have the experience to take on this role, please send your updated resume to ************* Only shortlisted applicants will be contacted.
EA License Number: 25S2730
We are WillMark Advisory, a boutique firm dedicated to delivering personalized and high-impact executive search and consulting services. We have established ourselves as a trusted partner for the technology and banking industries.
This role will provide critical operational support for the Southeast Asia & North Asia desk. Managing complex account openings, multi-custody order executions and ongoing portfolio administration with rigorous compliance reviews to ensure a seamless service experience for their ultra high-net-worth clients is critical.
KEY RESPONSIBILITIES:
Client Onboarding & KYC:
Manage the end to end account opening process for Individual Ultra High-net-worth accounts. Perform rigorous CDD, KYC and AML checks in line with MAS guidelines.
Trade Execution & Processing:
Receive, verify and accurately execute orders routed by dedicated RMs/Clients via telephone or secured institutional messaging systems.
Operational Support & Troubleshooting:
Serve as the primary operational support for RMs. Resolve trade settlements issues, corporate action discrepancies and payment delays promptly.
Portfolio & Administrative Management:
Coordinate regular portfolio valuation reports, account summaries and custom financial statements. Handle fee calculations, retrocession payments and administrative callbacks.
Regulatory Compliance & Risk Control:
Ensure all transactions and daily workflows adhere strictly to internal risk matrices, cross-border rules and regional regulatory frameworks.
REQUIREMENTS:
A degree with at least 5 years of relevant working experience and at least 2 years experience with Ultra High-Net-Worth clients.
RNF License is a MUST.
Good interpersonal communication skills. Effectively Bi-lingual in English and Mandarin is a MUST.
Detailed oriented and Highly motivated.
If you have the experience to take on this role, please send your updated resume to ************* Only shortlisted applicants will be contacted.
EA License Number: 25S2730
We are WillMark Advisory, a boutique firm dedicated to delivering personalized and high-impact executive search and consulting services. We have established ourselves as a trusted partner for the technology and banking industries.
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