Assistant Relationship Manager

About the role

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) and Group Heads (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. The ARM also channels client feedback to the bank so that processes can improve quickly.

Key responsibilities

• Client administration: support RMs/GH in client interaction, customise client requests such as reports, statistics and mailings, manage calendars, prepare meetings, organise business trips, handle post-processing of calls and meetings, and cover for own absences
• Business management: collect and exchange relevant information, conduct reviews and document work, support project implementation, propose improvements and manage the expense claim process for RMs/GH
• Risk and controls: help manage client documentation risks, ensure adherence to local regulations and internal policies, clear pending items and escalate issues, and ensure ethical and compliant behaviour
• Documentation: record client interactions and client orders correctly and meaningfully in the relevant tools (e.g. CRM, DiAS)
• Regulatory: act as a representative under MAS SFA and/or FAA

Required profile

• Natural team player who relates to colleagues from diverse backgrounds
• Open, approachable and genuinely interested in people and in improving processes
• Competent, professional communication and highly service-oriented attitude
• Systematic, precise and diligent, able to work under pressure, with personal integrity

Required skills

• Understanding of relevant Private Banking products and services
• Basic knowledge of global financial markets and industry trends
• Affinity with the covered geographic market, including its legal and regulatory environment