JOB DESCRIPTION & REQUIREMENTS

We are seeking a proactive, detail-oriented, and client-focused Assistant Relationship Manager (ARM) to support our Relationship Managers in delivering a seamless and exceptional client experience. This role offers an exciting opportunity to build a long-term career in the dynamic wealth management industry.

Client Servicing & Onboarding

• Lead the client onboarding process, including preparation, verification, and submission of account documentation to meet regulatory and compliance requirements.
• Liaise with clients to gather necessary information, clarify queries, and ensure a smooth onboarding journey.

Operational & Relationship Support

• Provide daily operational support to Relationship Managers, including scheduling, preparing presentations and reports, and handling client instructions.
• Maintain accurate and updated client records, investment portfolios, and transaction history in internal systems.
• Coordinate with custodians, partner banks, and fund managers to ensure accurate and timely processing of investment transactions from initiation to settlement and reconciliation.

Compliance & Regulatory Oversight

• Monitor and track activities to ensure compliance with MAS regulations, internal compliance policies, and CMS licensing requirements.
• Assist in preparing documentation and reports for regulatory and internal audits.

Stakeholder Liaison

• Act as a key point of contact between clients, Relationship Managers, and operational teams to facilitate smooth communication and workflow.
• Support the execution of investment strategies, client reviews, and business development initiatives.