OVERVIEW
Our client, a Japanese wealth management company, is looking for an Assistant Relationship Manager for their branch in Singapore.
Responsibilities
Sales support
- Prepare customized sales support material for each AE and clients (eg offer sheet, P/L calculation sheet)
- Documentation support (eg prepare account opening form & related forms, SOW, incoming fund and remittance transactions)
Reports
- Prepare reports for Tokyo, HK and related entities (monthly/weekly report, EMC materials, ad-hoc reports that may assign from time to time)
CRM system
- Manage the CRM system/enhancement/troubleshoot
Transaction
- Receive and place trade orders for clients
- Process and prepare documentations for transfer of assets for clients
Secretarial and administrative
- Provide secretarial and administrative support to WCS team.
Ad hoc
- Support the team in ad-hoc tasks that may assign from time to time
- Buddy support to cover team member's absence
Requirements
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