Client Services Manager/Assistant Manager

kimberley consulting pte. ltd.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Kimberley Consulting Pte. Ltd. in Singapore is seeking a seasoned wealth management professional to serve a dedicated group of investors.

You will act as the centre of a servicing 'gold standard', coordinating trade execution, investment analysis and client communications. The role focuses on deep client relationships, portfolio reviews, market updates and seamless onboarding, with a strong emphasis on MAS compliance and regulatory standards.

Qualifications

• Minimum 5 years of wealth management experience.
• Strong understanding of wealth products and market dynamics.
• Experience servicing UHNW/HNW clients, including expatriates.
• Proficiency with Bloomberg and Excel; VBA preferred.
• Excellent English communication, written and spoken.

Responsibilities

• Support Client Advisers to provide excellent service to high net worth clients and investors.
• Provide market insights and discuss investment strategies with clients.
• Partner with Client, Business Support and Third-Party Service Providers to ensure prompt transaction processing and service delivery.
• Prepare investment reviews and portfolio updates including asset allocation.
• Receive and execute trade orders and ensure timely settlement.
• Maintain CRM and coordinate with external providers for client needs.
• Adhere to MAS regulatory requirements and maintain compliance.

Skills

Interpersonal skills

Team player

Communication

Initiative

Ownership

Independent working

Education

MAS M3/M5

Tools

Bloomberg

Microsoft Excel

VBA

Job description

The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services.

A brief description of responsibilities as follows:

• Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• Demonstrate a strong understanding of investment of complex client investment objectives, market dynamics and a range of investment products (funds products), serving as the primary point of contact for clients on investment-related matters, providing market insights, discussing investment strategies and facilitating investment decisions through effective communication and engagement
• Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance
• Receive and execute trade orders in a timely and accurate manner through to settlement
• Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Perform Periodic due diligence and ensure relevancy of clients’ documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to the MAS regulatory requirements and achieving compliance standards at all times.

Skill Requirements of the Position

Personal and Social

Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors.

The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves.

Professional and Technical

Minimum 5 years of relevant experience in wealth management, with a strong understanding of wealth management products, investment solutions and financial markets.

A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential.

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA is preferred.

The incumbent must have strong analytical, written and spoken English skills. Relevant banking &/or finance qualifications will be highly regarded.

Regulatory Requirement

All necessary qualifications as required by the MAS such as M3 & M5, must be acquired within a 6 month period from commencement of employment.