Job Description

Our clients are looking for Assistant Relationship Managers to support the Client Advisors across different markets like GCM/Indonesia/Taiwan and Japan. Open to individuals with SEA exposure.Please contact Marcus and email your cv directly in word format to corporategovernance@theedgepartnership.comPlease note that due to the high number of applications only shortlisted candidates will be contacted. We regret to inform you that your application for this position was unsuccessful if you do not hear from us in the next 5 business days.EA License: 16S8131Recruiter License: R22104670 corporategovernance@theedgepartnership.comKey responsibilities

• Client Support: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction.
• Account Management: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a timely manner.
• Transaction Processing: Process client transactions, including deposits, withdrawals, transfers, and investments, ensuring accuracy and compliance with internal controls.
• Portfolio Support: Assist in preparing reports and presentations related to clients investment portfolios, financial planning, and performance reviews.
• Client Onboarding: Support the onboarding process of new clients, including gathering necessary documentation, assisting with KYC (Know Your Customer) requirements, and coordinating initial meetings.
• Administrative Assistance: Maintain accurate records, files, and documentation related to client accounts and ensure that all regulatory and compliance requirements are met.

• CACS 1 & 2 required
• 5+ years of experience within the private banking sector
• Strong organizational and multitasking abilities
• Proactive attitude with the ability to anticipate client needs
• Ability to work under pressure and meet deadlines

The Edge Partnership