Assistant Relationship Manager, Private Bank (SEA Markets)
Reve Partners Executive Search Pte Ltd SingaporeAssistant Relationship Manager, Private Bank (SEA Markets)
Assistant Relationship Manager, Southeast Asia (Analyst / Senior Associate)
Global Private Bank | Singapore
Our client, a global private bank, is strengthening its Southeast Asia wealth management team in Singapore.
They are seeking an Assistant Relationship Manager (Analyst / Senior Associate) to support a team of high-producing Relationship Managers. This role offers strong exposure to Ultra-High-Net-Worth (UHNW) client portfolios, multi-asset trade execution, and cross-border wealth structuring across key SEA markets.
Key Highlights of the Role
- Desk Support: Serve as a core operational and client-service anchor for 2 Senior Relationship Managers, assisting across client onboarding, portfolio administration, and daily desk workflow.
- Trade & Order Execution: Facilitate end-to-end execution of client orders across diverse asset classes, including Equities, Fixed Income, FX, Mutual Funds, and Structured Products, ensuring speed, accuracy, and adherence to market standards.
- Client Onboarding & Lifecycle Management: Coordinate account opening documentation, source-of-wealth reviews, cross-border account setups, and periodic KYC updates in close collaboration with Compliance and Operations.
- Client Interaction & Service Excellence: Act as a responsive secondary contact for UHNW clients and family offices, managing day-to-day transactional requests, portfolio inquiries, and meeting preparation.
What We Are Looking For
- Relevant Experience: Minimum 3 years of prior experience as an Assistant Relationship Manager or Client Service Associate in a Private Bank or Wealth Management set-up.
- Regional Exposure: Familiarity with Southeast Asian markets, client profiles, and regional transaction structures. Language skills relevant to the SEA desk (e.g., Bahasa Indonesia) are a strong plus for daily client communication.
- Regulatory Accreditation: Possesses or is currently pursuing CACS Paper 1 and Paper 2 certifications.
- Technical & Analytical Aptitude: Sound understanding of core private banking products, credit processes, and client due diligence frameworks.
- Adaptability & Drive: Strong organizational skills with the ability to prioritize tasks effectively across multiple RMs in a fast-paced environment.
For a confidential discussion, please submit your CV toinfo@revepartners.sg .
All applications will be treated with the strictest confidence. We regret that only shortlisted candidates will be notified.
Reve Partners | EA License: 25S2716