Analyst, Client Services Manager

Nomura; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking a Client Services Manager to deliver exceptional service to high-net-worth clients. Responsibilities include client relationship building, handling inquiries, and ensuring compliance with operational processes. The ideal candidate has at least 5 years of experience in wealth management or private banking, a degree in Finance or Business, and excellent communication skills. Join a dynamic team committed to client-centric approaches.

Qualifications

• Minimum 5 years experience in client services or relationship management in wealth management or private banking.
• Minimum 5 years experience with investment products and financial planning.
• Organized team player with a strong understanding of financial products.

Responsibilities

• Provide support in client service and account maintenance.
• Respond to client inquiries and manage account documentation.
• Ensure compliance with bank's policies and regulatory requirements.

Skills

Client relationship building

Excellent communication

Interpersonal skills

Multi-tasking

Attention to detail

Education

Degree in Finance or Business

Job description

Job de ion:

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 De ion

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

• Degree from a University in Finance or Business
• Minimum 5 years experience as client services or relationship management within wealth management or private banking
• Minimum 5 experience 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).