Assistant Relationship Manager

Job Duties:

• Provide administrative and client service support to Relationship Managers.

• Respond to all client enquiries and instructions in a timely and professional manner.

• Monitor transactions and activities within client accounts.

• Work alongside Relationship Managers to assist with client queries and address their business needs, including trade order execution and placement.

• Maintain client data and reports, such as contact lists, account numbers, facility details, and status of credit reviews/renewals.

• Attend to KYC/AML/CDD matters, periodic reviews, client onboarding, as well as account opening and maintenance.

• Monitor transaction status and documentation, and follow through on outstanding processes.

• Undertake other ad hoc duties as assigned.

Job Requirements:

• Minimum 5 years of relevant experience in client servicing, trade operations, or sales support within financial institutions.

• Must currently hold or have previously held a valid trading license (order placement) in Singapore.

• Bachelor's degree or professional diploma.

• Strong understanding of financial products and services.

• Excellent interpersonal, communication and client-facing skills.

• Meticulous with strong attention to detail.

• Proficiency in Chinese is a must, as our client base is Chinese-speaking.