Assistant Relationship Manager
Core
Provide day-to-day support to Relationship Managers in managing HNW/UHNW client relationships, handling operational and administrative matters.
Role type
Assistant Relationship Manager (Private Banking/Wealth Management)
Builds
Client servicing, account management, and investment transaction support for HNW/UHNW clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship support, KYC/AML documentation, investment transaction coordination, stakeholder liaison, client meeting material preparation, portfolio monitoring, regulatory compliance adherence
Preferred skills
CACS certification, additional Asian languages (e.g., Mandarin)
Technologies
Microsoft Office
Responsibilities
Coordinate account opening, maintenance, periodic reviews, and KYC/AML documentation; Assist with onboarding new clients and ensuring regulatory requirements are fulfilled; Support execution of investment transactions across various asset classes; Liaise with internal stakeholders such as Compliance, Operations, and Risk teams; Prepare client meeting materials, investment proposals, and presentation decks; Monitor client portfolios and follow up on pending transactions; Support Relationship Managers in identifying opportunities to grow assets under management (AUM)
Seniority
Mid-level, hands-on IC