Associate, Client Services Manager

Nomura; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Nomura's International Wealth Management division seeks a Client Services Manager (Associate). The role focuses on delivering exceptional service to high-net-worth clients across global markets, with deep knowledge of wealth management products and strong relationship skills.

Based in Singapore or Hong Kong, you will support Relationship Managers, handle client inquiries, account maintenance, and ensure compliance with bank policies and regulatory requirements while coordinating with clients and

Qualifications

• University degree in Finance or Business.
• Minimum 5 years of client services or relationship management experience in wealth management.
• CACS papers 1 and 2 completed.
• Experience with investment products and financial planning.
• Excellent communication and client-centric approach.

Responsibilities

• Provide fundamental support in client service and account maintenance to assist Relationship Managers.
• Respond to client inquiries on account documents, activity, statements and transfers.
• Liaison with Clients, Business Supports and Service Providers for timely processing and delivery.
• Assist in client on/off boarding pre-checks and account reviews.
• Ensure operations comply with bank policy and regulatory requirements.
• Receive, execute and report orders for equities, FX, structured and fixed-income products.
• Provide secretarial and administrative support.
• Handle logistics for business trips and meetings.
• Perform other duties as delegated by the supervisor.

Skills

Client relationship management

Wealth management knowledge

Communication skills

Multi-tasking

Education

Bachelor's degree in Finance or Business

Job description

Job Title: Client Services Manager

Corporate Title: Associate

Division: International Wealth Management

Location: Singapore / Hong Kong

SFID: 14253

Licensed Role: Yes

Nomura Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

The Client Services Manager will play a crucial role in delivering exceptional service to our high-net-worth clients across various global markets. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.

Responsibilities

• Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
• Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
• Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients’ requirements
• Assist in client on/off boarding pre-checks/processes and all account reviews
• Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
• Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
• Provide secretarial and administrative support
• Handle logistics for business trips and meetings
• Any other job duties which the supervisor may delegate from time to time

Requirements

• D egree from a University in Finance or Business
• Minimum 5 years’ experience as client services or relationship management within wealth management or private banking
• Possess Client Advisor Competency Standards (CACS) papers 1 and 2
• Minimum 5 e xperience with investment products, financial planning, and wealth management principles
• Excellent communication and interpersonal skills, with a client-centric approach
• Meticulous and ability to multi-task
• Organised team player with good understanding of financial products and services

Nomura Competencies

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.