Client Lifecycle Management Executive

Randstad (Schweiz) AG; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

A leading company in the banking sector is seeking a Client Lifecycle Management Executive to enhance client engagement and retention strategies. This role involves leveraging technology for efficiency, maintaining client privacy, and managing operations related to onboarding and offboarding. Candidates should possess a relevant university degree and several years of experience in banking operations, particularly in wealth management.

Qualifications

• University degree, preferably in banking or finance related discipline.
• Several years of experience in bank operational roles, preferably in wealth management.
• Keen understanding of client lifecycle processes, including documentation, screening, and changes.

Responsibilities

• Enable client activities through timely action on client requests.
• Collaborate with various functions to come up with innovative solutions.
• Maintain client privacy and prevent potential breaches.

Skills

Analytical skills

Customer-centric mindset

Excellent communication

Problem-solving skills

Risk and control mindset

Education

University degree in banking or finance

Job description

We are seeking a detail-oriented and proactive Client Lifecycle Management Executive to enhance our client engagement and retention strategies. The ideal candidate will possess strong analytical skills, a customer-centric mindset, and the ability to manage client relationships effectively.

Job Role:-

Enable client activities through timely action on client requests with high precision

Leverage leading technology tools to automate and improve efficiency

Collaborate well with partners from various functions and come up with innovative solutions for our clients

Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality

Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.

Job Requirement:-

University degree, preferably in banking or finance related discipline

Several years of experience in bank operational roles, preferably wealth management related

Keen understanding of client lifecycle processes which includes documentation, screening and static change

Good client service mindset with excellent communication and problem solving skills

Strong risk and control mindset with a structured and logical approach to analysis and problem-solving

The CLM function supports in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management