Senior Wealth Management Client Service Pro

Indosuez Wealth Management; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Client Service Officer in Wealth Management. The role involves supporting Relationship Managers, managing client accounts, and ensuring effective client communication. Candidates should possess a University degree and have 6-10 years of relevant experience, with strong communication skills and proficiency in Microsoft Office. This position promises a dynamic work environment with a focus on customer satisfaction and operational excellence.

Qualifications

• 6-10 years of relevant experience, preferably in private banking client servicing.
• Proven ability to manage client relationships effectively.

Responsibilities

• Ensure the link between the client and the operational departments of the bank.
• Support the RM with administrative tasks and day-to-day business.
• Manage and process current cases, client accounts, and orders.

Skills

Good communication and interpersonal skills

Ability to work under stressful, ambiguous and fast pace environment

Customer oriented, self-motivated and meticulous

Education

University degree or equivalent in relevant studies

Bachelor Degree / BSc Degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading financial services firm in Singapore is seeking a Client Service Officer in Wealth Management. The role involves supporting Relationship Managers, managing client accounts, and ensuring effective client communication. Candidates should possess a University degree and have 6-10 years of relevant experience, with strong communication skills and proficiency in Microsoft Office. This position promises a dynamic work environment with a focus on customer satisfaction and operational excellence.