Assistant Relationship Manager

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