Assistant Relationship Manager

Responsibilities

• Provide comprehensive support to Client Advisors in delivering investment services.

• Verify prospective clients' Accredited Investor status and ensure KYC requirements are met.

• Maintain organized, accurate records of all documentation.

• Coordinate with Client Advisors to ensure timely submission and proper execution of documents in line with regulatory guidelines.

• Conduct regular follow-ups with Client Advisors and clients regarding investment matters.

Requirements

• Bachelor's degree in Finance or a related discipline is preferred.

• Around 6 years of experience working as an ARM within an investment institution.

• Experience in private banking is an advantage.

Interested candidates may apply through the application system or send it Shortlisted candidates will be notified.

Morgan McKinley Pte Ltd

Su Ling Lew

EA Licence No: 11C5502

EA Registration No. R22104315