Senior Assistant Relationship Manager (Private Banking, CACS, up to $10k) (ID: 708570)

Responsibilities:

• Manage client inquiries, service requests, and routine transactions independently
• Cultivate strong relationships with clients and attend meetings or calls with the RM as needed.
• Prepare and deliver portfolio reviews, asset allocation summaries, and performance reports with minimal oversight.
• Anticipate client needs and proactively communicate opportunities or concerns to the RM.

Requirement:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Client Advisor Competency Standards (CACS) certification is mandatory.
• A minimum of 7–8 years of experience in private banking or wealth management, with a proven record in client servicing or in an ARM role.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (Persol Singapore PTE LTD)

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