Capital Asia Investments Pte. Ltd. – Assistant Relationship Manager (Fund Management)

Capital Asia Investments Pte. Ltd.
Assistant Relationship Manager (Fund Management)
Date Listed
07 Sep 2022
Job Type
Entry Level / Junior Executive
Job Period
Flexible Start, Permanent
Banking / Finance
Location Name
Tanjong Pagar, Singapore
Tanjong Pagar, Singapore
Allowance / Remuneration
$2,800 - 3,500 monthly
Company Profile

CAPITAL ASIA INVESTMENTS PTE LTD is a MAS-licensed Fund Management Company. We combine financial strength, industrial knowledge, global networks and integrity when offering investment solutions to our clients. We would like to welcome like-minded forward-thinking individuals to join our team to be a part of our exciting growth. 

Job Description

As an Assistant RM, your main duty is to support the business operations of the Fund Management Company (FMC) and the Head of Strategic Development & Fund Advisory to provide a wide range of support from administration, client servicing to trade executions.


  • Support the Head of Strategic Development & Fund Advisory, Relationship Managers and the Fund Team in their daily business activities.
  • Being at the frontline facing clients and assisting RMs in taking and executing clients’ instructions.
  • Ensure timely transaction processing and service delivery for all CAI clients.
  • Covering duties such as (but not limited to) placing trade orders, funds monitoring, processing documentation for account openings / closures, updating instruction checklists
  • Liaise with external partners such as private banks, financial institution in matters pertaining to clients’ trades, account maintenance, and any matter related to clients’ services
  • Follow up on deals reconciliation, settlement of trades and investment transactions across the classes of assets
  • Prepare presentation materials, initiating project/process enhancement as the need arises.
  • Prepare and market new funds or investment outlook for both internal and external parties
  • Monitor and managing of portfolios as a secondary role.
  • Liaise with our partners and counter-parties such as private banks, securities firms, investment banks, custodian banks, trust administrators, legal firms, accounting firms, trustees etc.
  • Conduct KYC, Customer Due Diligence, management and filing of clients’ and firm’s documents
  • Deliver and maintaining best in class customer service to all internal and external clients. 


  • Bachelor’s Degree or Diploma in Banking/Finance, or equivalent in a related field of study
  • Excellent inter-personal skills
  • Minimum 3 years of proven work experience in the role of client relationship management, business development or fund management support role
  • Able to work with tight deadlines to ensure timely deliverables
  • Former Accountant, Traders, Dealers, Auditors, Analyst and Portfolio Managers are welcome to apply.
This position is already closed and no longer available.  You may like to view the other latest internships here.

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