Private Wealth Management - Relationship Manager Assistant

About the role

Huatai International, the international arm of Huatai Securities, is looking for a Relationship Manager Assistant for its Private Wealth Management team in Singapore. The role provides administrative and client service support to Relationship Managers who serve Private Banking clients.

Key responsibilities

• Support Relationship Managers in maintaining account relationships with Private Banking clients
• Assist with account openings and other client instructions, and liaise with clients to complete documentation requirements
• Handle and follow up client enquiries, service requests and complaints in a timely and professional way
• Coordinate with internal channels to support client requests
• Ensure compliance with regulatory requirements, company regulations and management measures
• Carry out product suitability assessments and execute trade instructions for clients
• Maintain client data and reports and handle administrative duties
• Perform other work and ad-hoc tasks assigned by supervisors and managers

Required profile

• Bachelor's degree or above
• 3 years or more of relevant experience in the private wealth management industry
• Strong communication skills, entrepreneurial spirit and high level of self-motivation
• Team player with excellent communication and interpersonal skills

Required skills

• Proficient spoken and written Mandarin Chinese and English
• Proficiency in Cantonese is a plus