Analyst/Associate - Wealth Client Support Specialist

LIGHTHOUSE CANTON PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a detail-oriented Wealth Client Support Specialist. This role involves supporting a team of bankers in providing a superior client experience, managing administrative tasks, and preparing necessary documentation. Candidates should have at least 1 year of experience, preferably in banking, and be proficient in Microsoft Office. Excellent interpersonal and organizational skills are essential.

Qualifications

• At least 1 year of working experience in a relevant field.
• Background in banking or financial institutions preferred.

Responsibilities

• Support bankers to ensure superior client experience.
• Assist with daily administrative tasks and investment portfolio preparation.
• Coordinate meetings, appointments, and travel arrangements.
• Prepare reports, presentations, and expense submissions.
• Handle ad-hoc client servicing requests.

Skills

Organizational skills

Time management

Communication skills

Interpersonal skills

Attention to detail

Ability to multitask

Professionalism

Tools

Microsoft Office Suite

Job description

Job Purpose

We are seeking a detail-oriented and organized individual to join our team as a Wealth Client Support Specialist. The ideal candidate will have at least 1 year of working experience and a background in accounting and finance. This role will provide support to the Client Advisor team in the daily function of client relationship management, including but not limited to the administrative and operational functions of our front office, ensuring smooth and efficient support in providing a world class client experience for the UHNW.

Individual Contributor or People Manager

• Individual Contributor.

Duties & Responsibilities

• Provide support to team of bankers to ensure superior client experience for the organization.
• Assist with day-to-day administrative tasks including preparation of investment portfolio spreadsheets, trade recording, preparation of client source of wealth KYC, account onboarding, and preparation of subscription forms for hedge funds.
• Coordinate and schedule meetings, appointments, and travel arrangements.
• Provide support in preparing reports, presentations, expenses submission reports and other documents.
• Any other Ad-Hoc client servicing requests as relevant.

Qualifications/Skills:

• Preferably a background in banking or financial institutions.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Copilot).
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Attention to detail and ability to multitask.
• Ability to work independently and as part of a team.
• High level of professionalism and confidentiality.