UHNW Private Wealth Client Services Associate

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking an experienced professional to support UHNW clients in wealth management. You will coordinate with banks, legal and tax advisors, and portfolio managers to ensure smooth service delivery and accurate reporting.

Responsibilities include handling banking tasks, investment subscriptions, KYC, and preparing client portfolio updates and LP/NAV reports. A proactive, detail-oriented, client-facing team player is essential.

Qualifications

• Experience supporting UHNW clients and their family assets and portfolio.
• Preferred experience in asset/wealth management, family office or Private Equity sectors.
• Familiarity with private banking, wealth management and investment processes.

Responsibilities

• Be a first point for client's bank accounts, assets, and investments portfolio.
• Liaise with private banks, financial institutions, legal and tax advisors, portfolio companies, fund administrators, asset managers, and service providers on behalf of clients.
• Handle banking matters such as account opening, trade placement and execution, liquidity and cash management, asset transfers, and assist with documentation.
• Assist clients with new investment subscriptions paperwork and the next processes such as remittances and post transaction matters such as the handling of capital call and distribution requests, saving of periodic updates and capital account statements, and assisting with KYC matters.
• Prepare consolidated Limited Partner (LP) reports (private equity investments) and account statements (public markets investments).
• Liaise with portfolio companies for business and fundraising updates for LP reports.
• Work with external service providers to structure personalised solutions for clients.
• Assist with clients' ad hoc requests.
• Prepare and update investment portfolio presentations and service offerings for prospective clients.
• Assist with SPV investments and administrative matters.
• Assist with the preparation of SPVs' NAV statements.

Skills

UHNW client support

Private banking familiarity

Wealth management

Investment process

Portfolio statements

MS Office (especially Excel)

Client-facing

Detail-oriented

Team player

Highly organized

Tools

MS Excel

Job description

PERSOL SINGAPORE PTE. LTD. is seeking an experienced professional to support UHNW clients in wealth management. You will coordinate with banks, legal and tax advisors, and portfolio managers to ensure smooth service delivery and accurate reporting.

Responsibilities include handling banking tasks, investment subscriptions, KYC, and preparing client portfolio updates and LP/NAV reports. A proactive, detail-oriented, client-facing team player is essential.