Assistant Relationship Manager, Private Banking

Role and Responsibilities:

• Provide comprehensive administrative support for client accounts based in Singapore.
• Collaborate with Team Leaders and Relationship Managers to manage client account administration, client servicing, and retention initiatives.
• Act as a liaison with internal departments to manage execution and settlement of trades, securities delivery, corporate actions, and financial transactions.
• Facilitate communication with other financial institutions and service providers regarding account openings and client administrative queries.
• Monitor daily transaction lists to verify correct processing of trades.
• Issue trade confirmations and manage trade settlements.
• Execute payment orders and input transactions for securities, forex, and money markets.
• Oversee the preparation and follow-up of account opening documentation.
• Maintain and update client data spreadsheets, prepare valuation reports, and compile documentation and research materials for business trips.

Key Requirements:

• 5-7 years of ARM experience in a Private Bank.
• CACS 1 & 2 certification
• Due to the North Asia client coverage, Mandarin proficiency is required for client communication
• High attention to detail with strong organizational skills.
• Excellent teamwork capabilities.

Interested applicants please apply here with your updated CV

StriveX Pte Ltd, EA License No: 23S2077

Lee Boon Hou (Hagen), Registration No: R1870932

hlee@strivex.sg