Department: Private Banking / Wealth Management

Job Summary:

We are seeking a proactive and client-focused Assistant Relationship Manager (ARM) to support Relationship Managers in delivering bespoke wealth management services to High Net-Worth Individuals (HNWIs). The ARM will play a key role in client servicing, trade execution, portfolio administration, and coordination of wealth solutions across a full spectrum of private banking products.

Key Responsibilities:

• Assist Relationship Managers in managing a portfolio of HNW clients, including daily servicing needs and follow-ups.
• Coordinate and prepare client materials, investment proposals, KYC reviews, and account documentation.
• Support in trade execution and operational processing of products such as:
  Unit Trusts
  Bonds & Equities
  Structured Products (e.g., Equity-Linked Notes, Credit-Linked Notes)
  Dual Currency Investments (DCI)
  Accumulators / Decumulators
  Discretionary Portfolio Management (DPM)
  Foreign Exchange (FX) and FX Derivatives
• Liaise with internal stakeholders including Investment Advisors, Product Specialists, Operations, Risk, and Compliance teams to ensure timely and accurate delivery of client solutions.
• Maintain accurate records and monitor client portfolios for maturity dates, funding needs, margin calls, and investment opportunities.
• Assist in onboarding of new clients and ensure compliance with AML/KYC and other regulatory requirements.

Requirements:

• Degree in Finance, Business, Economics, or related field.
• 1-3 years of experience in private banking, wealth management, or financial services support role.
• Strong understanding of investment and banking products relevant to private clients.
• Proficient in Microsoft Office and client management tools; familiarity with CRM systems is a plus.
• Strong communication, attention to detail, and organizational skills.
• Team-oriented with a client-first mindset.

Private Banking, Wealth Management, HNWI, Assistant Relationship Manager, ARM, Client Servicing, Structured Products, Unit Trusts, Bonds, Equities, FX Derivatives, Dual Currency, Accumulator, DPM, ELN, CLN, Investment Advisory, KYC, Trade Execution, Portfolio Management, Financial Products, Client Relationship Support