Private Wealth Client Services Associate

UOB Kay Hian Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a dedicated client servicing professional. The role requires supporting Private Wealth Relationship Managers and facilitating client onboarding. Applicants should have a Diploma in Banking & Finance, at least 2 years of relevant experience, and fluency in English and Mandarin. Strong interpersonal skills and the ability to multitask are essential in this fast-paced environment.

Qualifications

• Minimum Diploma in Banking & Finance or related fields.
• At least 2 years of experience in client servicing within private wealth or private banking industry.
• Proficient in spoken and written English and Mandarin.

Responsibilities

• Provide day-to-day support to Private Wealth Relationship Managers.
• Facilitate client onboarding and documentation handling.
• Monitor client transactions for timely settlement.

Skills

Client servicing

Interpersonal skills

Multitasking

Education

Diploma in Banking & Finance or related fields

Job description

A financial services company in Singapore is seeking a dedicated client servicing professional. The role requires supporting Private Wealth Relationship Managers and facilitating client onboarding. Applicants should have a Diploma in Banking & Finance, at least 2 years of relevant experience, and fluency in English and Mandarin. Strong interpersonal skills and the ability to multitask are essential in this fast-paced environment.