Assistant Relationship Manager

In this role, you’ll support day-to-day sales operations, from preparing client materials and managing account documentation, to tracking client activity and coordinating follow-ups.

Requirements

• Management of our institutional, consumer and asset management clients
• Manage trade bookings and settlements
• Prompt and accurate execution of client trades
• Ensure timely and accurate submission of critical onboarding documentation
• Understand financial products and strategies to ensure that our HNW clients are integrated appropriately and using our product suite optimally
• Effectively manage, prioritize and follow-up client matters through to resolution
• Managing, processing and complying with client’s business including onboarding, post-trade processing and regulatory compliance
• Work closely with the team to ensure best in class customer experience

Benefits

• Friendly and fun start-up work culture
• Convenient work location located in the heart of CBD area
• Generous annual leaves on top of national holidays
• Medical coverage including GP, Specialist, TCM, and more
• Self-care benefits and exciting fitness workshops/webinars
• Vibrant office with a well-stocked pantry