Main Responsibilities: Work closely with Relationship Managers to provide assistance in client management and services Act as the primary point of contact for selected clients, including managing daily administrative tasks, client servicing and ensure proper compliance guidelines Assist in client account opening, trade execution and account periodic review Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations   Qualifications & Requirements: 1-3 years’ experience in relationship management assistant or similar Strong analytical, prioritization, communication skills and problem solving skills Previous wealth management experience preferred Bachelor's Degree in Business Administration or related field  Work closely with your RM and become responsible to assist in serving the clients Act as the primary point of contact for a selection clients, including managing daily administration, client servicing and attend to compliance requirements.

Assist clients in account openings, trade execution, periodic reviews, and administrative support.

Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions, etc Ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations.