Assistant Relationship Manager

Key ResponsibilitiesProvide day-to-day support to Relationship Managers in managing client relationships and portfolios.Act as a key point of contact for client servicing requests, transaction inquiries, and account-related matters.Execute and process client instructions relating to account opening, cash transfers, securities trading, foreign exchange, and other banking transactions.Coordinate with internal stakeholders including Operations, Compliance, KYC/CDD, Credit, and Product Specialists to ensure timely resolution of client requests.Prepare client meeting materials, portfolio reviews, investment proposals, and presentation decks.Ensure all client documentation, account maintenance, and KYC reviews are completed in accordance with regulatory requirements.Monitor and follow up on outstanding client documentation and periodic account reviews.Support RMs in identifying opportunities for asset growth, revenue generation, and client acquisition.Maintain accurate records within CRM and internal banking systems.RequirementsBachelor's degree or Diploma in Business, Finance, Banking, or related discipline.2-8 years of experience in Private Banking, Wealth Management, Priority Banking, or a client servicing environment.Sound understanding of private banking products and processes.Strong knowledge of KYC, AML, and regulatory requirements.Excellent communication and stakeholder management skills.Proficiency in English; additional Asian language capabilities (e.g., Mandarin, Japanese) may be advantageous depending on client coverage.Strong attention to detail and ability to work in a fast-paced environment.Preferred ProfileExperience supporting SEA, South Asia, North Asia, or Greater China market teams.Familiarity with account opening, documentation review, and transaction processing.Client-centric mindset with strong interpersonal skills.Ability to multitask and work closely with senior bankers and cross-functional teams.If you are interested, apply online today. We regret to inform that only suitable candidates will be contacted for further discussion.Selby Jennings is a Trading Style of Phaidon International (License number R23114404)