Assistant Relationship Manager — Private Banking, NRI

Our client, a leading private bank, is looking to appoint an Assistant Relationship Manager (ARM) to support its Non-Resident Indian (NRI) client segment in Singapore.

The role will work closely with Relationship Managers in managing high-net-worth and ultra-high-net-worth clients, supporting client servicing, account management and the execution of investment and banking solutions.

Key Responsibilities

• Support Relationship Managers in managing and servicing a portfolio of NRI high-net-worth and ultra-high-net-worth clients.
• Act as a key point of contact for day-to-day client servicing and account-related matters.
• Assist with client onboarding, account opening, KYC and documentation requirements.
• Prepare client reviews, portfolio reports, meeting materials and investment-related presentations.
• Coordinate with internal teams including Investment Advisory, Product, Credit, Operations, Compliance and Legal to facilitate client requests.
• Assist Relationship Managers with investment transactions and the implementation of wealth management solutions.
• Monitor client portfolios, transactions and documentation to ensure timely follow-up.
• Identify opportunities to deepen existing client relationships and support cross-selling of relevant banking and investment products.
• Maintain accurate client records and ensure all activities comply with the bank's internal policies and regulatory requirements.
• Support Relationship Managers in developing and maintaining strong relationships with NRI clients and their families.

Requirements

• Degree in Finance, Business, Economics or a related discipline.
• 3–6 years of relevant experience in Private Banking, Wealth Management or a similar client servicing role.
• Experience supporting NRI clients would be highly advantageous.
• Good understanding of private banking products, investments and wealth management solutions.
• Strong client servicing and relationship management skills.
• Excellent organisational skills, with strong attention to detail and ability to manage multiple client requirements.
• Good communication and interpersonal skills.

Application Process

Qualified candidates are invited to submit their updated CV to Jun Leong at Sign in to view email, referencing the position title in the subject line to expedite the assessment process. Due to the anticipated volume of applications, only shortlisted candidates will be contacted.

License No: 24S2395

Registration No: R1874438