Relationship Management Associate

Job Description

Ascend Wealth Pte. Ltd. is seeking a Junior Relationship Management Associate based in Singapore to support our Relationship Managers in delivering high-quality service to High Net Worth (HNW) clients within a multi-family office environment. This role is well-suited for a university graduate with 2-4 years of relevant experience in private banking, wealth management, or a similar financial services setting, who is detail-oriented, service-driven, and a strong team player.

Key Responsibilities

• Support Relationship Managers and Relationship Management Associates in building and maintaining long-term relationships with HNW clients
• Assist with client onboarding, account opening, ongoing account maintenance, transaction processing, and service delivery in accordance with clients' requirements
• Execute trade placements, perform trade logging, and ensure accurate and timely reporting of trades and investment activities
• Mo...