UHNW Private Wealth Client Service Specialist

AlTi Tiedemann Global

Singapore

On-site

SGD 50,000 - 80,000

Full time

14 days+
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Job summary

AlTi Tiedemann Global is recruiting a Client Service Specialist for our Singapore team. You will support Relationship Managers in delivering high-quality service to UHNW clients, assist with onboarding, KYC/AML, cash movements, and liaise with custodian banks and platforms.

The role offers exposure to private wealth operations and portfolio reporting. Ideal candidates have at least 3 years in Premier/Priority Banking or related wealth services, with a professional banking background and strong

Qualifications

  • Minimum 3 years’ working experience in Premier Banking, Priority Banking, Personal Banking, Wealth Management Support or a related financial services environment.
  • Bachelor's degree or diploma; professional qualifications welcome.
  • Exposure to client onboarding, KYC, AML, payments, and investment administration would be advantageous.

Responsibilities

  • Support Relationship Managers in maintaining and developing existing client relationships.
  • Ensure high standard of day-to-day service delivery for clients and related entities.
  • Prepare materials for client meetings and provide meeting notes and follow-ups.
  • Assist in client communications, onboarding, and ongoing reporting and portfolio reviews.
  • Coordinate with custodians and platform banks to service client accounts.

Skills

Client service
Relationship management
KYC AML
Portfolio reporting
Cash management
English & Mandarin

Education

Bachelor's degree

Tools

CRM systems
Portfolio software

Job description

AlTi Tiedemann Global is recruiting a Client Service Specialist for our Singapore team. You will support Relationship Managers in delivering high-quality service to UHNW clients, assist with onboarding, KYC/AML, cash movements, and liaise with custodian banks and platforms.

The role offers exposure to private wealth operations and portfolio reporting. Ideal candidates have at least 3 years in Premier/Priority Banking or related wealth services, with a professional banking background and strong

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