Assistant Relationship Manager

KGI SECURITIES (SINGAPORE) PTE. LTD.Singapore, SG.01, Singapore

2 days ago

Job description

Key Responsibilities

Client Servicing & Administrative Support

Assist with client onboarding, account opening, KYC documentation, and post-meeting follow-ups.
Prepare meeting materials, portfolio reports, investment proposals, and review documents.
Respond to client inquiries with professionalism and attention to detail.
Maintain CRM system data integrity and support daily administrative processes.
Coordinate schedules, travel plans, and meeting arrangements.
Provide backup support during advisor absences to ensure seamless client service.

Business Management & Sales Support

Work closely with Compliance, Legal, and Operations to process account opening and KYC.

Track potential client progress and prepare internal pipeline reports.

Support client events, prepare pitchbooks, and assist with business development initiatives.

Ensure high standards of administrative efficiency and documentation accuracy.

Investment Support & Development

Assist in preparing market updates, asset allocation recommendations, and product ideas.

Source information from issuers or product managers, and participate in regional morning calls.

Learn and apply portfolio construction principles.

Participate in internal investment forums and contribute actively with insights and ideas.

Risk & Compliance

Ensure adherence to MAS regulations and internal risk / compliance standards.

Monitor account documents, payment instructions, and client activity records.

Escalate risks and deficiencies in a timely manner.

Uphold ethical and compliant conduct in all interactions.

Requirements

Bachelor's degree in Finance, Business, or related discipline.

1-3 years of relevant experience in client servicing, operations, or investment support (preferably in banking / securities industry).

Strong organizational skills with attention to detail and accuracy.

Proficiency in MS Office (Excel, PowerPoint, Word); knowledge of Bloomberg / financial systems a plus.

Excellent communication skills in English and Mandarin (spoken and written) are preferred to liaise with Chinese-speaking clients.

Ability to work under pressure in a fast-paced, client-focused environment.

High ethical standards with strong risk awareness and compliance mindset.

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Relationship Manager • Singapore, SG.01, Singapore

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