Junior Relationship Manager

TL;DR

Junior Relationship Manager (Private Wealth Management): Front-to-back responsibility for account opening processes and KYC documentation review for institutional partners' end-clients with an accent on compliance and client onboarding. Focus on growing client relationships, handling enquiries, coordinating with internal departments, and improving business processes and tools.

One Raffles Quay, 048583 Singapore. Singaporean or Permanent Resident required.

Company

Swiss leader in online banking providing trading, investing, and banking services to over 650,000 clients through a performant platform, focusing on institutional partners like multi-family offices, external asset managers, and funds managing portfolios for high net worth individuals.

What you will do

• Handle front-to-back account opening for partners' end-clients, including documentation review and KYC analysis for compliance.
• Grow and expand client relationships by providing high-quality customer service and increasing share of wallet.
• Serve as primary point of contact for client enquiries and sales administration.
• Support sales team members to ensure internal service levels and client satisfaction.
• Coordinate with Legal, Compliance, Operations, Trading, and Risk departments for smooth operations.
• Contribute to internal projects for system and tool improvements and suggest process enhancements.

Requirements

• Bachelor's Degree in Business Administration, Finance or similar; or equivalent experience.
• 4–6 years of private banking/private wealth management experience.
• Strong understanding of financial markets and private wealth management.
• Effective communication in English and Mandarin (mandatory).
• Singaporean or Permanent Resident.
• Reliable work ethic, attention to detail, organizational skills, and ability to work under pressure.

Culture & Benefits

• Collaborative environment emphasizing differences, innovation, development, and celebration of achievements.
• Equal opportunity employer welcoming diverse backgrounds.
• All In culture focused on shared success and unleashing potential.