Private Banking Assistant Relationship Manager/ Wealth Management Client Services Associate

About the Role We are seeking a dynamic and detail-oriented Assistant Relationship Manager to support the Private Banking team in delivering high-quality client servicing and investment support to high-net-worth clients. This role offers excellent exposure to wealth management products, investment execution, client onboarding processes, and front-office banking operations within a fast-paced private banking environment. The successful candidate will work closely with Relationship Managers, Product Development, Operations, Compliance, and other internal stakeholders to ensure seamless execution of client transactions and exceptional client experience. Key Responsibilities Support Relationship Managers in servicing high-net-worth clients and maintaining strong client relationships. Coordinate closely with Product Development, Operations, Compliance, and other internal stakeholders on daily operational and client-related matters. Perform Know Your Customer (KYC), Customer Due Diligence (CDD), and Anti-Money Laundering (AML) documentation reviews and processes in accordance with internal policies and regulatory requirements. Assist in the preparation and dissemination of periodic investment market updates and wealth management materials to clients. Support the placement and execution of investment transactions across a range of products including FX, bonds, equities, mutual funds, and structured products. Maintain and update client records, transaction reports, investment documentation, and client data accurately and promptly. Monitor and support dealing infrastructure, operational processes, and investment-related systems to ensure smooth transaction processing. Prepare and manage sales documentation, investment product agreements, and service-related documentation. Ensure timely follow-up on client requests and deliver a high standard of customer service and client experience. Support ad-hoc projects, operational initiatives, and process improvement activities as a…