Willmark Advisory Pte. Ltd. · MyCareersFuture · 2d
Assistant Relationship Manager
Singapore- Posted
- 2026-10-06 (2d)
- Place
- Singapore
- Commitment
- Full Time
- Salary
- SGD 6,000 – 8,000 / month
- Experience
- 5+ YOE
- Department
- Banking and Finance
- Source
- MyCareersFuture (the employer’s own listing)
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Skills in this posting
TroubleshootingAMLKYCFinancial Reporting
Our client is a Prominent Foreign Financial Institution and are searching for a self-motivated and detailed Assistant Relationship Manager for their SEA & North Asia desk.
This role will provide critical operational support for the Southeast Asia & North Asia desk. Managing complex account openings, multi-custody order executions and ongoing portfolio administration with rigorous compliance reviews to ensure a seamless service experience for their ultra high-net-worth clients is critical.
KEY RESPONSIBILITIES:
• Client Onboarding & KYC: Manage the end to end account opening process for Individual Ultra High-net-worth accounts. Perform rigorous CDD, KYC and AML checks in line with MAS guidelines.
• Trade Execution & Processing: Receive, verify and accurately execute orders routed by dedicated RMs/Clients via telephone or secured institutional messaging systems.
• Operational Support & Troubleshooting: Serve as the primary operational support for RMs. Resolve trade settlements issues, corporate action discrepancies and payment delays promptly.
• Portfolio & Administrative Management: Coordinate regular portfolio valuation reports, account summaries and custom financial statements. Handle fee calculations, retrocession payments and administrative callbacks.
• Regulatory Compliance & Risk Control: Ensure all transactions and daily workflows adhere strictly to internal risk matrices, cross-border rules and regional regulatory frameworks.
REQUIREMENTS:
• A degree with at least 5 years of relevant working experience and at least 2 years experience with Ultra High-Net-Worth clients.
• RNF License is a MUST.
• Good interpersonal communication skills. Effectively Bi-lingual in English and Mandarin is a MUST.
• Detailed oriented and Highly motivated.
If you have the experience to take on this role, please send your updated resume to sean@willmarkadvisory.com. Only shortlisted applicants will be contacted.
EA License Number: 25S2730
Willmark Advisory Pte. Ltd.
2 open roles in Singapore, straight from Willmark Advisory Pte. Ltd.’s own careers page.
- Assistant Relationship Manager - EAMSingapore · 2d