Client Service Manager (1 Year)

ROBERT WALTERS (SINGAPORE) PTE LTD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is looking for a Client Service Manager. You will act as a key link between clients and relationship managers, handling operations and documentation. Ideal candidates have 2–3 years of experience in financial services, fluency in English and Mandarin, and relevant certifications. The role offers significant professional growth opportunities in a collaborative environment.

Benefits

Structured training

Supportive colleagues

Work-life balance

Qualifications

• 2–3 years’ experience in financial services, ideally in client-facing roles.
• CACS Paper 1 & 2 certifications are mandatory.

Responsibilities

• Acting as the key link between clients, relationship managers, and business units.
• Handling documentation, trade bookings, and settlements.

Skills

Fluency in English and Mandarin

Strong product knowledge across FX, equities, fixed income, and derivatives

Meticulous attention to detail

Proactive and flexible attitude

Education

Diploma or degree

Job description

This role offers the chance to join a world-class organisation known for its inclusive culture, strong professional development, and commitment to excellence. As part of the client service team, you will play a central role in supporting relationship managers and clients, ensuring smooth operations and outstanding service delivery.

As a Client Service Manager, you will be at the heart of the client experience, acting as an essential link between relationship managers, clients, and multiple business units. Your day-to-day responsibilities will involve managing complex documentation processes, resolving queries swiftly, handling trade bookings, settlements, and addressing any operational challenges that may arise. You will also be responsible for preparing critical transactional documents while ensuring strict adherence to internal policies. Administrative duties such as coordinating travel logistics or distributing marketing materials will form part of your remit.

Why join

• Work in a globally respected bank with a collaborative and inclusive environment.
• Gain exposure to all aspects of private banking client servicing while working closely with senior relationship managers.
• Benefit from structured training and the opportunity to deepen your knowledge of investment products.
• Join a culture that values both professional growth and work-life balance.

What you’ll do

To excel as a Client Service Manager in this esteemed financial institution, you will bring proven experience from similar roles within the financial services sector—preferably those involving direct interaction with high-net-worth clients or frontline service delivery. Responsibilities include:

• Acting as the key link between clients, relationship managers, and business units.
• Handling documentation, trade bookings, settlements, and resolving operational or funding issues.
• Monitoring margin calls and addressing collateral requirements proactively.
• Preparing suitability checks, eligibility documents, and ensuring compliance with internal policies.
• Responding quickly to client queries and providing accurate, timely updates.
• Supporting administrative needs such as travel logistics, expenses, and distribution of marketing materials.

What you bring

• Diploma or degree with 2–3 years’ experience in financial services, ideally in client-facing roles.
• CACS Paper 1 & 2 certifications are mandatory.
• Strong product knowledge across FX, equities, fixed income, and derivatives.
• Fluency in English and Mandarin to support a multilingual client base for business purposes.
• Meticulous attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• A proactive, flexible, and collaborative attitude, with willingness to work outside regular hours when required.

What sets this company apart

This organisation is recognised globally for its reputation in financial services, its commitment to integrity, and its investment in employee growth. You will benefit from continuous learning opportunities, supportive colleagues, and a workplace that balances professional ambition with personal well-being.

What’s next

If you’re ready to take the next step in your private banking career and want to be part of a high-performing, client-focused team, apply today and make an impact with one of the industry’s most respected institutions.

Do note that we will only be in touch if your application is shortlisted.

Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R25132560 Madiha Binti Md Ridza