Front Office Analyst, Family Office

Vodafone; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A leading company seeks a dedicated professional to support ultra-high-net-worth clients in wealth management. You will be responsible for account management and legal strategy execution while ensuring a high level of client service. This role requires strong interpersonal skills and at least two years of industry experience.

Qualifications

• Minimum of two years of relevant industry experience preferred.
• Demonstrated passion for high-touch client service.
• Strong aptitude for learning.

Responsibilities

• Provide strong client support to UHNW/HNW clients.
• Manage onboarding and account transfers.
• Assist with legal and tax strategy communications.

Skills

Client Support

Interpersonal Skills

Client Service

Education

Bachelor's degree

Job description

Job Description

Responsibilities
As the successful candidate, you will be responsible for:

• Strong client support to UHNW/HNW clients
• Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks.
• Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies

Requirements

• Bachelor's degree and a minimum of two years of relevant industry experience. (Family office, wealth management or other experience working with high-net-worth families is preferred)
• Demonstrated passion in high-touch client service.
• Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning