Client Service Officer - Wealth Management M / F

Indosuez Wealth Management; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global wealth management firm is seeking a Client Service Officer in Singapore. The role involves supporting Relationship Managers in client servicing, managing accounts, and ensuring compliance with operational procedures. Candidates should have a Bachelor’s degree and 6-10 years of relevant experience, preferably in private banking. Strong communication skills and technical proficiency in Microsoft applications are essential for success in this fast-paced environment.

Qualifications

• 6-10 years of relevant experience, preferably in private banking.
• Experience in client servicing is advantageous.

Responsibilities

• Link between clients and bank operational departments.
• Support Relationship Managers in daily business tasks.
• Manage client account activities and ensure compliance.

Skills

Good communication and interpersonal skills

Ability to work under stress

Customer oriented

Self-motivated

Meticulous

Education

Bachelor Degree / BSc Degree or equivalent

University degree in relevant studies

CACS Paper 1 & 2

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job summary

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a / several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

He / she holds a key relationship position and contributes to the quality of the Bank's image. He / she acts as a link between the operational departments of the Bank, the collaborators and the clients.

He / she masters the bank’s operations, its organisation and specificities. He / she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.

Key Responsibilities

• Ensures the link between the client and the operational departments of the bank.
• Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks.
• Masters the mechanisms and internal procedures of the bank.To discharge his / her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

Analysis, development and evaluation activities

• Follows the client relationships of the RM
• Works in full compliance with the bank’s code of conduct and within established practices and procedures

Organization, management and realization activities

• Manages and processes current cases, files and archives, manage the timetables
• Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
• Ensures the administrative and IT part of the opening of a client account
• Ensures the administrative and IT part of the closing of a client account
• Prepare RM business trips
• Prepare FA renewals

Contact, animation and communication activities

• Establish and maintain quality relationships with the clients (both external and internal).
• Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
• Prepare client meetings (necessary documents and check list)
• Receives clients for documents delivery

Position location

Geographical area

Asia, Singapore

City

168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

• University degree or equivalent in relevant studies
• CACS Paper 1 & 2 required

Level of minimal experience

6-10 years

Experience

Relevant experience, private banking client servicing experience will be an advantage

Required skills

• Good communication and interpersonal skills.
• Ability to work under stressful, ambiguous and fast pace environment
• Customer oriented, self-motivated and meticulous

Technical skills required

Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications