HNWI Client Accounts & Office Operations Manager

CROSSINVEST (ASIA) PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading wealth and asset management firm in Singapore is seeking a full-time Client Accounts / Middle Office Manager. This role involves assisting the Client Relationship Managers with account administration for high-net-worth clients and ensuring compliance with relevant regulations. Candidates should have significant experience in private banking, excellent analytical skills, and proficiency in Microsoft Office. This position offers opportunities to manage client relationships and support various operational tasks in a dynamic environment.

Qualifications

• Minimum 5 years in private banking or asset management.
• 2-3 years in corporate admin, accounting, compliance.
• Familiarity with MAS regulations.
• High service-oriented mindset.

Responsibilities

• Assist Senior Client Relationship Managers with account administration.
• Liaise with Private Banks for client matters.
• Perform client due diligence and KYC processes.
• Support COO in corporate administration and compliance.

Skills

Client relationship management

Compliance knowledge

Analytical skills

Attention to detail

Proficiency in Excel

Interpersonal skills

Education

5+ years of experience in private banking or asset management

CACS Paper 1 & 2; CMFAS Module 3; CFA L1

Tools

Microsoft Office Suite

Job description

A leading wealth and asset management firm in Singapore is seeking a full-time Client Accounts / Middle Office Manager. This role involves assisting the Client Relationship Managers with account administration for high-net-worth clients and ensuring compliance with relevant regulations. Candidates should have significant experience in private banking, excellent analytical skills, and proficiency in Microsoft Office. This position offers opportunities to manage client relationships and support various operational tasks in a dynamic environment.