eFinancialCareers
Singapore, SG · On-site · Full-time
Assistant Relationship Manager - eFinancialCareers
Posted 1 month ago
- Location
- Singapore, SG
- Work mode
- On-site
- Employment
- Full-time
- Experience
- Lead
About the role
Key Duties & Responsibilities Support Relationship Managers (RMs) in managing High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Serve as a key point of contact for clients on day-to-day servicing matters. Assist with client onboarding, account opening, account maintenance, and periodic reviews. Prepare and follow up on KYC, AML, CDD, FATCA, CRS, and regulatory documentation. Ensure client records and documentation are complete, accurate, and compliant with internal and …