Assistant Relationship Manager, Private Bank
Assistant Relationship Manager, Private Bank
LMA Recruitment- Posted a month ago
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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
More Info
Key Skills
wealth management solutions
compliance with regulatory requirements
client onboarding
Mandarin language
investment transactions
portfolio monitoring
About Company
Skills:
Client Servicing, Communication, Stakeholder Management
Skills:
Mandarin language, Wealth management solutions, investment products
Skills:
corporate lending, Financial analysis, Letters of Advice, Client Servicing, Treasury, Cash Management, Syndicated Facility Agreements, Letters of Offer
Skills:
institutional sales, Kyc, Wealth Management, Client Servicing, Crypto, fintech, CRM, Financial Services
Skills:
lending solutions , Underwriting, Private Banking, Investment Banking, Transaction Execution Processes, Covenant Structuring, Financial Analysis, AI Tools, Concentration Risk, Credit Risk Management, Leverage Metrics, Structured Finance, Financial Statement Analysis, Collateral Management, Collateral Evaluation, Wealth Management, Legal Documentation, Risk Mitigation Techniques, Credit Analysis, Cash Flow Assessment, Derivatives Products, Credit Structuring, Capital Markets