Assistant Relationship Manager - Wealth Management

Date: Dec 4, 2025

Location:

Singapore

Office Location: CapitaSpring, Singapore

Job Responsibilities
- Support Relationship Managers (RMs) in achieving sales KPIs, client acquisition, and strengthening relationships.
- Coordinate with internal departments (Deposit, Remittance, Treasury, etc.) and external partners for banking and investment transactions.
- Manage client onboarding (documentation, screenings, KYC) and ensure compliance with regulatory and internal policies.
- Conduct periodic account reviews and assist in credit monitoring for loan-related transactions to ensure timely follow-up and risk management.
- Monitor and manage client portfolios (deposits, investment securities) and daily sales figures.
- Handle administrative tasks including travel arrangements, entertainment/gift coordination, and expense management.
- Act as liaison with Japanese clients and counterparts in Japan, providing accurate and timely translation between Japanese and English for documents, presentations, and client communications.
- Perform securities operations as Assistant RM for Nikko Securities, including account opening and execution of securities and forex transactions.
- Provide support on any other duties assigned.
Job Requirements
- Degree in Finance, Accounting, Economics, or related disciplines.
- Language: Full professional proficiency in Japanese (required) and English as this individual will be dealing with Japanese clients
- Minimum 3–5 years of relevant experience in banking or securities, preferably Private Banking.
- Strong knowledge of banking and investment products; high operational accuracy and attention to detail.
- Excellent communication and client servicing skills; proactive and team-oriented.
- Ability to pass CACS 1 & 2 within 3 months of joining.
- Additional certifications for Nikko RNF Representative: