Assistant Relationship Manager (Private Banking)

About the company

Discover New Possibilities at Raffles Family Office Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services, including independent asset management (IAM), advanced wealth solutions, fund services, and risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end. Headquartered in Hong Kong and Singapore, Raffles Family Office is also incorporated in Taipei, Shanghai, Beijing and Bangkok.

At RFO, we are people first – people who can think beyond labels. We are one dynamic and entrepreneurial team that values fun, respect and solidarity – just like a family. We are committed to building a workplace that supports a diverse, inclusive culture and professional growth. We believe that this will enable us to create true value and deliver better support for our clients.

Your tasks

• Handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Assist in account openings during the onboarding process, including assisting with KYC beef-up and KYC benchmarking
• Manage and resolve client/RM inquiries regarding Raffles Family Office services and products.
• Ensure timely and accurate execution of client requests and transactions.
• Assist with the onboarding of new Relationship Managers.
• Assist in fund subscription documentation and processing.
• Perform other ad-hoc tasks assigned by Relationship Managers.
• Liaise with internal stakeholders and external parties.
• Other ad-hoc duties as and when assigned.

Requirements

• Possesses a valid RNF license from MAS
• Minimum 5 years of relevant experience in a similar capacity with a private bank or wealth management firm.
• Familiar with private bank account opening, KYC write-up, and procedures.
• Strong knowledge of banking products, services, and regulations.
• Team player with excellent communication and interpersonal skills.
• Fluency in both written and spoken English and Chinese is essential to effectively communicate with Chinese and Taiwanese clients.
• Efficient at multitasking, works well under pressure, and proficient in MS Office.
• High professionalism, ethical standards, and strong analytical and organisational skills.

Other

Your application will go through internal screening. Only shortlisted candidates will be contacted for further discussion. All personal data collected will be kept strictly confidential for recruitment purposes only.