Assistant Relationship Manager

Aeon Search Consulting, EA Licence No: 08C2965
Singapore, Singapore
17 Aug 2022
25 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Duties & Responsibilities
  • Proactively providing support to Relationship Managers in delivering excellent wealth management services and experiences
  • Assist Relationship Managers in providing tailored and comprehensive financial planning advises and portfolios for clients
  • Onboard and manage existing client relationships, including regular client contact and communications.
  • Provide assistance in retaining and building client relationships.
  • Cooperate with other departments to ensure accuracy of client information
  • Actively participate in the development of new business and networking opportunities.
  • Support the documentation for client meetings, business trip, investment proposals, and others.
  • Cooperate with Investment Portfolio Management team to incorporate clients' investment strategies and their planning objectives
  • Make sure that the company's values, reputation, and standing are always well protected when representing the company in external forums
  • Make sure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks

  • Minimum of a bachelor's degree from an accredited college or university
  • Minimum of 5 years experiences in finance/ banking industry
  • Previous experience in sales, fundraising or business development experience is a plus, but not required
  • CFA designation is a plus (or currently working towards completion)

Domain Skills
  • Strong understanding of financial services industry and financial consulting responsibilities
  • Demonstrate strong interest in financial, global and capital markets
  • Experience in understanding the financial needs of clients

Soft Skills
  • Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Positive and client first attitude
  • Creative approach to problem solving and able to develop innovative solutions for clients
  • Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company
  • Tactfulness and adaptability to changing demand
  • Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment
  • Detail oriented, commitment to excellence and a high level of integrity
  • Possess active listening and critical thinking skills
  • Excellent administrative and marketing skills

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