Snaphunt Pte. Ltd. – Assistant Relationship Manager

• We offer a position to build our client relationship management support team.

The Job

Job Scope includes:

Client Servicing and Account Management Support

• Assist the Relationship Managers with maintaining and further developing existing clients designated under their care.
• Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible.
• Ensure clear and proactive communication within the team, as well as support the Relationship Managers on crafting their communications and provision of service to clients.
• Assist the Relationship Managers with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
• Participate in the account meetings/reviews with clients (on and offshore) alongside the Relationship Managers; Prepare all materials (including valuation reports, etc) needed for such meetings and assist in taking the minutes/call notes for such meetings.
• Ensure the efficient execution of client orders, trouble shooting, damage control & liaison with the platform banks and proper adherence to all relevant compliance requirements.

Ideal Candidate

• Candidates must accept this position as a "long term career" commitment and not as a "job" they can often change.
• Candidates have worked with investment instruments: Equities / Fixed Income / Funds/Asset Management / FX/MM / Hedge Funds / Securities / Commodities.
• Candidate preferably possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field and have passed CACS/module 3 IBF exams.
• Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients
• At least 2 years of related working experience in a bank or fund management company, preferably in the upper middle position in operations department or as an Assistant Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry, but have a great client servicing capability and relationship building skill.
• Required Skill(s): Investment Transaction Settlement, Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.
• Competent working experience on Microsoft Outlook Email System, Excel Spreadsheet, Words, Powerpoint Presentation and able to type in Chinese.

Ref: Z81HXFS8QI