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Assistant Relationship Manager (HNW) - Contract

Open 16d
  • Support Relationship Managers in onboarding and reviewing HNW clients, including Source of Wealth (SOW) documentation

  • Conduct KYC/CDD processes, ensuring full compliance with AML regulations and internal policies

  • Assist in periodic client reviews and maintain up-to-date client records and transaction data

  • Provide market updates and support execution of OTC and listed investment trades (FX, bonds, equities, funds, structured products)

  • Liaise with Product Development, Operations, and other internal stakeholders on a daily basis

  • Prepare sales documentation, product agreements, and service level agreements

  • Deliver superior client service and support the overall client experience

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117


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