The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients.
2+ years as an Investment Banking Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM 50m to grow product holdings and profitability
Maintain and monitor project plans, schedules, RAID logs, action trackers, status reports, and remediation plans, ensuring timely follow-up, escalation, and closure of project deliverables and outstanding items.
Manage the onboarding and maintenance of client accounts by validating documentation and ensuring all requirements are fulfilled prior to account activation.
Financial Modelling: build and update financial models, including three-statement projections, debt waterfalls, and sensitivity analyses to support investment evaluation
Plan and oversee the Local Settlement MX Migration project following the official announcement expected in early 2026, including requirements confirmation, impact analysis on operations and systems, system development, and testing.
The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients.
Support RFP and proposal activities, including project plans, solution documentation, implementation approaches, and responses to technical or integration-related queries.