Asia Wealth Management: Client Service Lead

PowerToFly; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Supportive and inclusive work environment

Job summary

A global financial services firm in Singapore seeks a Client Service Manager. This role focuses on providing client support, ensuring compliance, and handling operational responsibilities. Candidates must be fluent in English and Mandarin, possess strong knowledge in private banking investment products, and have a minimum of 4 years of relevant experience. The position calls for a proactive team player with excellent communication skills and the ability to multitask in a fast-paced environment.

Qualifications

• Minimum 4 years of relevant experience.
• Possesses CACS paper 1 and 2.
• Able to work outside normal hours as needed.

Responsibilities

• Liaise with various Business Units for client documentation.
• Follow up and resolve client queries promptly.
• Handle trade booking and settlement.
• Resolve margin calls and collateral issues.
• Complete administrative tasks like travel bookings.

Skills

Fluent in English

Fluent in Mandarin

Strong knowledge in Private Banking investment products

Detail-oriented

Ability to multi-task

Excellent communication skills

Interpersonal skills

Proactive team player

Education

University graduate

Job description

A global financial services firm in Singapore seeks a Client Service Manager. This role focuses on providing client support, ensuring compliance, and handling operational responsibilities. Candidates must be fluent in English and Mandarin, possess strong knowledge in private banking investment products, and have a minimum of 4 years of relevant experience. The position calls for a proactive team player with excellent communication skills and the ability to multitask in a fast-paced environment.