Private Banking Assistant Relationship Manager

Roles & Responsibilities

Location: Singapore

Employment Type: Permanent, Full-time

Industry: Banking & Financial Services

Job Responsibilities

We are hiring an Assistant Relationship Manager (ARM) to support the Private Banking team of our banking client. The successful candidate will assist Relationship Managers (RMs) in providing high-quality client servicing, ensuring smooth operational processes, and maintaining compliance with regulatory requirements.

Key responsibilities include:

• Perform periodic KYC reviews for existing clients and assist with preliminary checks for new client onboarding when required.
• Support RMs in order execution and client communication, including handling trade instructions via phone.
• Ensure all transaction and account documents are accurately prepared, organized, and submitted to relevant departments in a timely manner.
• Handle post-account opening activities, such as preparing welcome packages, AI opt-in letters, and related documentation.
• Prepare and verify documents in compliance with MAS regulations and internal procedures.
• Coordinate with internal departments to ensure smooth and efficient transactions.
• Perform other duties as assigned by the Head of Department or management.

Job Requirements

• Bachelor’s Degree or higher in Business, Banking & Finance, or related discipline from a recognized institution.
• Minimum 2 years of Premium Banking RM experience or 3 years of Premium Banking ARM experience.
• BSC Grade A (if applicable).
• CACS Paper 1 & 2 passed or in progress.
• Proficiency in English and Mandarin to liaise with Mandarin-speaking clients and stakeholders.
• Strong interpersonal, communication, and organizational skills, with the ability to work effectively across multiple departments.

Tell employers what skills you have

Wealth Management
CACS
Regulatory Compliance
ARM
Know Your Client - KYC
Relationship Management
Loans
Private Banking
Securities
Financial Analysis
Banking
Financial Services