Our client, a distinguished European Private Bank, has a long-standing tradition of providing expert financial guidance and exceptional service to high-net-worth individuals and families. They are seeking a client-oriented Assistant Relationship Manager to support their NRI team in strengthening and managing client relationships.

Job Description

As an Assistant Relationship Manager, you will:

• Provide proactive assistance to Relationship Managers in overseeing client portfolios, ensuring a seamless and high-quality client experience.

• Assist with the preparation and processing of account opening documentation, KYC (Know Your Customer) compliance, and ongoing due diligence.

• Support the development of investment proposals, portfolio assessments, and customized financial solutions tailored to client needs.

• Collaborate with internal teams to ensure the smooth execution of credit approvals and investment transactions.

• Continuously monitor client portfolios and identify opportunities to refine and enhance financial strategies.

• Maintain adherence to regulatory requirements and internal policies to uphold high operational standards.

• Act as the primary contact for client inquiries, delivering timely and effective support.

Job Requirements

The ideal candidate should have:

• At least five years of experience in private banking, with strong exposure to the SEA or NRI market.

• A bachelor's degree in finance, economics, business administration, or a related discipline, along with CACS Paper 1 and 2 certification.

• A comprehensive understanding of financial products, investment solutions, and regulatory frameworks.

• Fluency in English and Mandarin to effectively communicate with Greater China clients.

• Excellent organizational, interpersonal, and analytical skills, with the ability to perform under pressure in a dynamic environment.

If you are passionate about private banking and eager to contribute to a high-performing team, we encourage you to apply for this exciting opportunity. Join us in delivering first-class service to our esteemed clients in the region.

For inquiries, please contact Gerda at gerda@perennialhr.asia for a confidential discussion.

Please note that only shortlisted candidates will be contacted.

EA No 23S1936 Reg No R24124819