Administrative Associate

We are seeking an Administrative Associate to support Relationship Managers in managing and developing relationships with high-net-worth and institutional clients. The role covers client servicing, account administration, investment operations, regulatory execution, and business coordination. The successful candidate will exercise sound judgement, proactively coordinate complex matters, and serve as a trusted point of contact for clients, partner banks, and internal stakeholders.

How you can add value:

• Support Relationship Managers in managing client portfolios and day-to-day wealth management activities, ensuring that client requests, transactions, and service matters are handled accurately, promptly, and professionally.
• Serve as a point of contact for clients on account servicing, transaction status, documentation, reporting, and routine relationship matters, while escalating advisory, suitability, or material relationship issues to the Relationship Manager where appropriate.
• Assist with end-to-end client onboarding and account lifecycle, including account opening, KYC and AML documentation, tax and regulatory forms, periodic reviews, account maintenance, and remediation of documentation gaps.
• Process client instructions and coordinate investment and banking transactions, including securities, funds, bonds, foreign exchange, structured products, deposits, transfers, and other products, subject to the individual’s authority, regulatory status, and the Company’s policies and controls.
• Monitor transactions from instruction through execution, settlement, and reconciliation; identify exceptions, corporate actions, maturities, margin requirements, and other time-sensitive matters, and coordinate timely resolution.
• Support Relationship Managers in preparing for client meetings by consolidating portfolio information, investment holdings, cash positions, maturities, performance data, transaction history, and relevant product or market materials.
• Maintain high standards of client records and management information, including complete audit trails of client communications, instructions, suitability documentation, trade records, account activity, and follow-up actions.
• Apply a strong risk and control mindset by performing appropriate checks, identifying unusual or inconsistent activity, escalating potential compliance or operational concerns, and ensuring adherence to MAS requirements, internal policies, and partner-bank procedures.
• Coordinate with custodian and partner banks, product providers, investment teams, Finance, Compliance, Operations, and other internal functions to facilitate the resolution of complex client, transaction, and account issues.
• Review and reconcile revenue, fee, transaction, and portfolio reports across platforms; investigate discrepancies and support accurate management reporting and billing.
• Contribute to client development and retention by supporting relationship planning, client presentations, investment proposals, pipeline tracking, event preparation, and follow-up on agreed actions.
• Undertake other responsibilities reasonably assigned in support of the Relationship Managers.

What you bring:

• A Bachelor’s degree in Banking, Finance, Business, Economics, or a related discipline.
• Typically, one to five years of relevant experience in private banking, wealth management, an EAM, a multi-family office, or another MAS-regulated financial institution. At least two years of dedicated experience on an EAM desk supporting high-net-worth or ultra-high-net-worth clients would be preferred.
• Demonstrated ability to manage client servicing, account onboarding, and routine operational matters accurately, with guidance from Relationship Managers and senior team members.
• Sound understanding of Singapore’s wealth management regulatory framework and control requirements, including KYC, AML, client suitability, data confidentiality, and ongoing due diligence.
• Strong proficiency in Microsoft Excel, PowerPoint, and other office applications, with practical experience using private-bank e-banking platforms, portfolio reporting systems, and client relationship management tools.
• Proficiency in spoken and written English is required. Proficiency in Mandarin or another Asian language would be advantageous where relevant to the client segment supported.

Interested candidates may send their CV to [email protected].