Client Services Specialist (1-Year Contract)

EMIRATES NBD BANK (P.J.S.C); Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Emirates NBD Bank (P.J.S.C) Singapore branch is seeking a Client Services Specialist to support Wealth Advisors and the Head of Client Services. You will assist with client orders for investments and lending, oversee pre-sale risk checks, and provide post-trade updates to clients and stakeholders.

You will help with onboarding, name screening, and periodic CDD reviews, while liaising between Singapore and Dubai teams to streamline processes.

Qualifications

• 2–3 years of experience in private banking or wealth management.
• Strong knowledge of regulatory regimes (local & global).
• Self-motivated, proactive, able to multitask and meet deadlines.
• Meticulous with strong attention to detail.
• Minimum Diploma or Bachelor's degree; Diploma in Wealth Management desirable.
• Certification in CACS Paper 1 and 2.

Responsibilities

• Assist Wealth Advisors with client orders for investments and lending transactions.
• Support onboarding, KYC and periodic reviews, including name screening and source of wealth.
• Coordinate with Singapore and Dubai teams to streamline onboarding processes.
• Update client inquiries and maintain KYC documentation; manage regulatory controls.
• Monitor client deposits and loan maturities and prepare for portfolio reviews.
• Handle administrative tasks and collaborate with SIN branch and Head Office to achieve goals.

Skills

Wealth management

Attention to detail

Proactive team player

Education

Diploma or Bachelor's degree

Diploma in Wealth Management desirable

Job description

Job Purpose

The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities:

• Assisting Wealth Advisors with taking client orders for new Investments & Lending transactions, managing the suitability and other pre-sale risk & compliance checks, post trade updates to clients and other stakeholders in Dubai
  
• Attending to client and prospect inquiries about the branch’s WM proposition and processes
• Providing assistance to the Account Opening/ CDD teams in Singapore and Dubai as well as frontline Relationship Managers and Wealth Advisors seeking to streamline the onboarding experience for clients. This includes helping with Name Screening & Source of Wealth corroboration, and Periodic CDD Reviews and updates
• Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updating of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.
• Monitoring clients’ deposit and loan maturities, roll overs, repayments, etc.
• Assisting Wealth Advisors to prepare for portfolio reviews with clients
• Assisting in the management of various regulatory & control aspects of the WM business e.g., vulnerability assessments, client instructions, credit review documentation ,etc.
• Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.
• Collaborating with other departments in the SIN branch and the Head Office in order to farther achievement of branch goals whilst promoting SIN WM goals.

Requirements

• At least 2-3 years of working experience in the private banking or wealth management unit
• Well versed with the regulatory regime (local & global)
• Self-motivated individual, proactive, strong team player, able to meet tight deadlines and ability to multitask
• Meticulous with strong attention to details
• Minimum Diploma / Bachelor’s degree (Diploma in Wealth Management is desirable)
• Certification in CACS Paper 1 and 2