Client Service Officer - Wealth Management M/F

Indosuez Wealth Management; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Client Service Officer in Wealth Management. The role involves supporting Relationship Managers, managing client accounts, and ensuring effective client communication. Candidates should possess a University degree and have 6-10 years of relevant experience, with strong communication skills and proficiency in Microsoft Office. This position promises a dynamic work environment with a focus on customer satisfaction and operational excellence.

Qualifications

• 6-10 years of relevant experience, preferably in private banking client servicing.
• Proven ability to manage client relationships effectively.

Responsibilities

• Ensure the link between the client and the operational departments of the bank.
• Support the RM with administrative tasks and day-to-day business.
• Manage and process current cases, client accounts, and orders.

Skills

Good communication and interpersonal skills

Ability to work under stressful, ambiguous and fast pace environment

Customer oriented, self-motivated and meticulous

Education

University degree or equivalent in relevant studies

Bachelor Degree / BSc Degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Client Service Officer - Wealth Management M/F

Business type

Types of Jobs - Sales / Customer Service

Job title

Client Service Officer - Wealth Management M/F

Contract type

Permanent Contract

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)

Education

• University degree or equivalent in relevant studies
• Bachelor Degree / BSc Degree or equivalent

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

General information

Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Address: 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong