Assistant Relationship Manager
- Employer
- Aeon Search Consulting, EA Licence No: 08C2965
- Location
- Singapore, Singapore
- Salary
- negotiable
- Closing date
- Aug 25, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Duties & Responsibilities
Qualifications
Domain Skills
Soft Skills
- Proactively providing support to Relationship Managers in delivering excellent wealth management services and experiences
- Assist Relationship Managers in providing tailored and comprehensive financial planning advises and portfolios for clients
- Onboard and manage existing client relationships, including regular client contact and communications.
- Provide assistance in retaining and building client relationships.
- Cooperate with other departments to ensure accuracy of client information
- Actively participate in the development of new business and networking opportunities.
- Support the documentation for client meetings, business trip, investment proposals, and others.
- Cooperate with Investment Portfolio Management team to incorporate clients' investment strategies and their planning objectives
- Make sure that the company's values, reputation, and standing are always well protected when representing the company in external forums
- Make sure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks
Qualifications
- Minimum of a bachelor's degree from an accredited college or university
- Minimum of 5 years experiences in finance/ banking industry
- Previous experience in sales, fundraising or business development experience is a plus, but not required
- CFA designation is a plus (or currently working towards completion)
Domain Skills
- Strong understanding of financial services industry and financial consulting responsibilities
- Demonstrate strong interest in financial, global and capital markets
- Experience in understanding the financial needs of clients
Soft Skills
- Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
- Excellent interpersonal skills and ability to build and foster a strong network of relationships
- Positive and client first attitude
- Creative approach to problem solving and able to develop innovative solutions for clients
- Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company
- Tactfulness and adaptability to changing demand
- Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment
- Detail oriented, commitment to excellence and a high level of integrity
- Possess active listening and critical thinking skills
- Excellent administrative and marketing skills
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert