Assistant Relationship Manager

Role Overview

The Assistant Relationship Manager will provide essential support to Relationship Managers in handling client relationships and portfolio management within a private banking environment. This position involves acting as a primary point of contact for client service inquiries, transaction processing, and ensuring compliance with regulatory standards.

Core Responsibilities

• Assist Relationship Managers daily in managing client portfolios and relationships.
• Serve as the main contact for client service requests, transactions, and account-related issues.
• Process client instructions such as account openings, fund transfers, securities trades, foreign exchange, and other banking operations.
• Liaise with internal departments including Operations, Compliance, KYC/CDD, Credit, and Product Specialists to resolve client requests promptly.
• Prepare and organize materials for client meetings, including portfolio reviews, investment proposals, and presentation decks.
• Ensure completion of client documentation, account maintenance, and Know Your Customer (KYC) reviews following regulatory standards.
• Track and follow up on any outstanding client documentation and periodic account assessments.
• Assist Relationship Managers in identifying opportunities for asset expansion, revenue growth, and client acquisition.
• Maintain precise records within customer relationship management (CRM) and internal banking systems.

Qualifications and Experience

• Possess a Bachelor's degree or Diploma in Business, Finance, Banking, or a related field.
• Have 2 to 8 years of relevant experience in Private Banking, Wealth Management, Priority Banking, or client servicing roles.
• Good understanding of private banking products, processes, and regulatory obligations such as KYC and Anti-Money Laundering (AML).
• Excellent communication skills and strong ability to manage stakeholders effectively.
• Fluent in English; knowledge of an additional Asian language like Mandarin or Japanese is beneficial depending on market coverage.
• Detail-oriented and capable of performing well in a dynamic, fast-paced setting.

Preferred Attributes

• Experience supporting markets such as Southeast Asia, South Asia, North Asia, or Greater China.
• Familiarity with account opening procedures, documentation evaluation, and transaction processing.
• A client-focused approach combined with excellent interpersonal skills.
• Ability to multitask and collaborate effectively with senior bankers and cross-functional teams.

Additional Information

Interested candidates are encouraged to apply online. Only those meeting the suitability criteria will be contacted for further discussions. This role is offered under the trading name Selby Jennings, a part of Phaidon International (License number R23114404).