Client Services Analyst Private wealth

ROBERT WALTERS (SINGAPORE) PTE LTD; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

Une entreprise leader dans le secteur des services financiers recherche un Analyste des Services Client pour soutenir les représentants d'investissement et les clients. Le candidat idéal doit avoir des qualifications CACS et de solides connaissances des produits d'investissement en Private Banking, avec un souci du détail et la capacité de travailler efficacement sous pression. Ce rôle exige de travailler parfois en dehors des heures normales, adapté aux environnements rapides.

Qualifications

• Posséder les qualifications CACS Paper 1 & 2.
• Connaissance des produits d'investissement en Private Banking.
• Capacité à travailler sous pression et à respecter des délais serrés.

Responsibilities

• Liaison avec les unités commerciales pour s'assurer que la documentation client est conforme.
• Gestion des procédures de réservation et des réclamations de frais.
• Suivi et résolution des questions client et traitement des ordres.

Skills

Attention to detail

Multitasking

Communication

Interpersonal skills

Education

CACS Paper 1 & 2

Job description

What you'll do:

As a Client Services Analyst, your role will be pivotal in supporting both the Investment Representatives and clients. You will be responsible for liaising with various business units, ensuring compliance with policies and procedures, resolving client queries promptly, managing transactional documentation, and handling administrative tasks efficiently. Your ability to multitask under pressure will be crucial in this fast-paced environment.

• Liaise with various Business Units to ensure client documentation is in compliance with policies and procedures
• Promptly follow up and resolve all client queries
• Take client orders and understand the client’s overall relationship with the bank
• Handle trade booking and settlement
• Resolve settlement and funding issues
• Follow up on margin calls and resolve collateral issues
• Manage transactional documentation such as client suitability and eligibility
• Ensure full awareness of and adherence to internal policies and procedures
• Complete administrative tasks such as travel/hotel bookings, expense claims, mailing of marketing materials

What you bring:

Possess CACS Paper 1 & 2 qualification along with strong knowledge of Private Banking investment products. Your meticulous attention to detail coupled with your ability to multitask effectively under pressure makes you stand out. You are willing to work outside normal working hours when required and have a keen interest in the private banking industry. Your excellent communication and interpersonal skills make you a proactive and collaborative team player.

• Has CACS Paper 1 & 2 qualification
• Strong knowledge in Private Banking investment products such as FX, Equities, Fixed Income, derivatives
• Detail-oriented and meticulous nature
• Ability to multitask and work under pressure within tight timeframes
• Efficiency in a fast-paced environment
• Willingness to work outside of normal work hours as required
• Proactive and collaborative team player mentality in a dynamic team setup

What sets this company apart:

Our client is a market leader in the financial services sector, providing a wide range of investment banking, securities, investment management and wealth management services. They are committed to fostering a culture that balances personal lifestyles, perspectives and needs. Their employees are their greatest asset, and they believe in providing a superior foundation for building a professional career - a place for people to learn, achieve and grow.

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.: R1435983 Glen Chua