Relationship Management Associate - Singapore - ASCEND WEALTH PTE. LTD.

Description

• Assist Relationship Managers and fellow Relationship Management Associates in building and maintaining longterm relationships with High Net Worth clients
• Responsible for providing support in the opening of accounts/relationships, maintenance, transaction processing and service delivery as per clients' requirements
• Trade placements, trade logging and delivering accurate and timely reporting on trades and any other investments to clients
• Tracking of performance of client portfolios, structured products, funding needs for accounts and executing fundingrelated trades when needed
• Analyse inhouse AMCs, make investment proposals and assist with rebalancing
• Conduct independent calls for verification of instructions from clients
• Ensure complete and updated KYC, call reports and documentation
• Preparation of client presentations for market updates/portfolio performance/investment ideas
• Administrative duties as required. Physical and electronic filing of clients' documents and records
• Keeping yourself updated in understanding of the financial compliance and regulatory requirements
• Ensuring that procedures, when executing trades and administrative tasks, are in compliance with regulations.

• Bachelor's Degree (Financerelated preferred)
• Fluency in the English language both written & spoken
• Relevant experience in private banking or other similar financial institutions
• Knowledge of banking instruments (equities, bonds, derivatives, others) and the financial markets is a plus
• Knowledge in Customer Due Diligence / Know Your Client (CDD/KYC), Prevention of Money Laundering and Terrorism Financing (AML/CFT) and etc. will be advantageous
• Service oriented personality. Able to anticipate clients' needs and react suitably
• Ability to multitask and work independently whilst being a good teamplayer, under

• Have a strong appreciation for the importance of client confidentiality