Wealth Management Analyst/Junior Relationship Manager

We are seeking a driven and detail-oriented individual to join our Wealth Management team. This role spans relationship management, investment support, and operational delivery, offering a strong foundation in private banking.

Relationship Management & Investment Support

• Shadow and support Senior Relationship Managers in managing UHNI/HNI client

portfolios and addressing day-to-day client queries.

• Monitor and review client portfolios on an ongoing basis; prepare briefings, reports, and

portfolio summaries as required.

• Identify client needs and recommend appropriate solutions or investment products in

consultation with senior bankers.

• Conduct market research and assist senior bankers with investment recommendations

and product due diligence.

• Assist in preparing marketing materials, portfolio review decks, and client presentations.

Operations & Client Servicing

• Facilitate client onboarding ensuring compliance with KYC/AML standards

• Maintain high standards of client satisfaction and act as a reliable point of contact for

client follow-ups and coordination.

• Coordinate across internal operations, compliance, and product teams to ensure

seamless client delivery.

• Ensure adherence to MAS regulations and internal risk management standards in all

client interactions.

• Maintain accurate client records, support internal MIS reporting, and assist with

operational workflows as required.

Candidate Profile & Requirements

• Minimum 1–2 years of relevant experience in private banking, wealth management, or

financial services. Fresh graduates with strong academic profiles will be considered.

• Must have a Postgraduate degree in Finance, Business Management, or a related

discipline.

• Strong communication and interpersonal skills with a client-centric approach.

• High attention to detail; comfortable multitasking and collaborating across teams.

• Familiarity with Singapore, India, and UAE markets will be looked upon favourably.

Only shortlisted candidates will be contacted for next steps.