Associate - Client Services Manager - International Wealth Management

NOMURA SINGAPORE LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Nomura Singapore Limited, a leading financial services group, is seeking a Client Services Manager within International Wealth Management. You will deliver premier service to high-net-worth clients, manage client relationships, and support Relationship Managers across global markets.

The role requires a degree in Finance or Business and at least five years in client services or relationship management in wealth management or private banking, with familiarity with NRI markets.

Qualifications

• Degree in Finance or Business.
• Minimum 5 years' experience in client services or relationship management within wealth management or private banking covering the NRI market.
• Possess CACS papers 1 and 2.
• Minimum 5 years' 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.

Responsibilities

• Provide client service support and assist Relationship Managers with client onboarding, documentation, and account maintenance.
• Respond to client inquiries on account activity, statements, and product information.
• Liaise with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery.
• Assist in client on/off boarding pre-checks/processes and all account reviews.
• Ensure operational processes comply with bank policy and regulatory requirements.
• Receive, execute and report orders for equities, FX, 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 duties as assigned by supervisor.

Skills

Client relationship management

Interpersonal skills

Communication skills

Organised

Multi-tasking

Education

Finance or Business degree

Job description

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.

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

• Degree from a University in Finance or Business
• Minimum 5 years' experience as client services or relationship management within wealth management or private banking covering the NRI market as the role requires handling business in the NRI market.
• Possess Client Advisor Competency Standards (CACS) papers 1 and 2
• 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

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.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer