2027 Fresh Grad Hire - Assistant Relationship Manager
Core
Assist Relationship Manager to manage key partner relationships, explore new business opportunities, and build tight relationships with high-net-worth clients to achieve AUM and revenue targets.
Role type
Assistant Relationship Manager (Fresh Grad)
Builds
Investment portfolio analysis and advice for high-net-worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Relationship management, Business development, Investment portfolio analysis, Client onboarding and maintenance, Credit quality monitoring, Regulatory compliance
Preferred skills
High-net-worth client service, Cross-cultural collaboration
Technologies
PWM business processes
Responsibilities
Manage key partner relationships, Explore new business opportunities, Build relationships with high-net-worth clients, Provide investment portfolio analysis and advice, Support marketing activities, Serve high-net-worth clients (account opening, maintenance), Monitor margin levels
Seniority
Entry-level, Fresh Graduate