Client Services Specialist (1-Year Contract)

EMIRATES NBD BANK (P.J.S.C); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial institution in Singapore seeks a professional to support Wealth Advisors in managing client inquiries and the onboarding process. The role requires a minimum of 5-7 years' experience in wealth management or private banking, a Diploma or Bachelor's degree, and certification in CACS. Strong attention to detail and the ability to multi-task are essential. The ideal candidate should be self-motivated and proactive to contribute effectively to the team.

Qualifications

• At least 5-7 years in private banking or wealth management.
• Certification in CACS Paper 1 & 2 is required.
• Self-motivated with strong team collaboration skills.

Responsibilities

• Attend to client inquiries related to wealth management.
• Assist account opening and CDD teams in Singapore and Dubai.
• Manage administrative tasks for Wealth Advisors.
• Monitor deposit and loan arrangements for clients.

Skills

Client management

Regulatory compliance knowledge

Team collaboration

Attention to detail

Education

Diploma/Bachelor's degree

Diploma in Wealth Management

Job description

Job Purpose

• 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
  
  
  • Periodic CDD reviews and updates
  
  
  
  


• Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updation of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.


• Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.


• 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


• 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. Vulnerabilty assessments, client instructions, credit review documentation, etc.


• Collaborating with other departments in the SG branch and the Head office in order to farther achievement of branch goals whilst promoting SG WM goals

Requirements

• Min a Diploma/Bachelor’s degree. Diploma in Wealth Management is desirable.


• At least 5-7 years in the private bank or wealth management unit.


• Certification in CACS Paper 1 & 2.


• Well versed with the regulatory regime (local & global).


• Self Motivated individual, proactiveness, strong team player, and able to meet tight deadlines and multi-task.


• Meticulous with a strong attention to detail


• Able to start work immediately

*Note that salary commensurate with relevant years of experience.