Assistant Relationship Manager (Private Wealth Solutions)

📝 Job Summary:
We are looking for a resourceful and detail-oriented individual to support our licensed Wealth Advisors and business partners in managing high-net-worth clients on various wealth product solutions. This role blends client onboarding, trade execution, operational support, and presentation preparation — with a strong emphasis on service quality and market awareness.

🎯 Key Responsibilities:
🔹 Client Onboarding & Documentation
·        Assist Advisors in onboarding of clients to our licensed investment partners.

·        Prepare and submit account opening and KYC documentation in compliance with regulatory requirements.

·        Liaise with platform providers to ensure smooth onboarding and timely account setup.

🔹 Trade Execution & Order Management
·        Receive trade instructions from clients and execute across various asset classes: Fixed Income, Structured Products, Equities, ETFs, Funds.

·        Ensure accurate and timely trade execution; follow through with confirmations and settlements.

·        Maintain organized trade records and assist with trade-related follow-ups.

🔹 Reporting & Advisor Support
·        Aid with client presentation purposes, preparing portfolio review reports and updates for Investment Consultant and Advisors.

·        Coordinate with internal records and platform data to ensure information is clear and presentable.

🔹 Operational & Cash Movement Support
·        Guidance on deposit and withdrawal processes across platforms.

·        Track and follow up on inward/outward fund transfers.

·        Clear loan interest and custody fees on a scheduled basis or upon request.

·        Support reconciliation and escalate any platform issues or discrepancies.

🔹 Market Monitoring & Product Trends
·        Stay updated on market developments and trending investment structures.

·        Share relevant product ideas.

·        Coordinate with platform representatives or issuers to obtain structured product term sheets and quotes.

✅ Ideal Candidate Profile:
·        Degree in Actuarial Science, Finance, Banking, Business, or related field.

·        1–3 years of experience in private wealth, investment operations, or EAM support.

·        Strong understanding of financial instruments: bonds, equities, funds, structured notes.

·        Meticulous, organized, and comfortable working with numbers and reports.

·        Good communication skills and a service-oriented attitude.

·        Proficient in English; Mandarin or Malay is a plus for regional client engagement.

📌 Bonus Skills:
·        Experience handling structured products, loan management, or leverage accounts.

·        Familiarity with FX transfers, custody billing, and platform workflows.

·        Exposure to private bank systems or CRM/reporting tools is an advantage.