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ref:OL02043407Post Date 14-Jul-2025
Osmium Consulting Group Limited
 

 

Assistant Relationship Manager ( PWM )

Responsibilities :

      • Assist senior relationship managers in maintaining and expanding client relationships, ensuring client needs are met.

      • Prepare client reports and proposals, providing market analysis and business insights.

      • Manage and update client data, ensuring accuracy and completeness.

      • Address client inquiries and issues, providing prompt and effective solutions.

      • Participate in client meetings, document meeting notes, and follow up on action items.

      • Support sales and marketing activities, assisting in business development plans.

      • Monitor market trends and competitive dynamics, providing feedback to support business strategies.

Requirements : 

      • Bachelor’s degree in Finance, Business, or a related field preferred.

      • 3 years of relevant work experience; prior customer service or ARM experience is a plus.

      • Excellent communication and interpersonal skills, able to collaborate effectively with internal and external stakeholders.

      • Strong analytical and problem-solving abilities, capable of working in a fast-paced environment.

      • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) with data analysis skills.

      • Fluent in both written and spoken English; additional language proficiency is a plus.

 


 

 


Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Banking & Financial Services : Corporate Banking

      Banking & Financial Services : Financial Services

      Banking & Financial Services : Investment

      Banking & Financial Services : Others

      Human Resources : Others

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 3 year(s)
    • Location
    • Central, Western District

    • Salary
    • 40000 - 50000

    • Employment Type
    • Full Time

    • Benefits
    • Not mentioned

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