UHNW Wealth Client Services Lead

GOLDEN EQUATOR CAPITAL PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A financial services company in Singapore is seeking a Senior Associate for Client Services who will manage relationships with ultra-high net worth clients. The role involves direct support to Family Office Advisors in client management, leading client communications and preparing tailored proposals. Candidates should possess a Bachelor’s or Master’s degree, along with 3-6 years of relevant experience in wealth management. This position demands high professionalism, data management capabilities, and strong communication skills.

Qualifications

• 3–6 years of experience in wealth management or similar financial services roles.
• Proven experience managing relationships with UHNW clients.
• Strong interpersonal, verbal, and written communication skills.

Responsibilities

• Lead and oversee client management activities for family office clients.
• Support Family Office Advisors in client relationship management.
• Handle complex client communications independently.

Skills

Client relationship management

Data management

Analytical skills

Communication skills

Leadership capability

Education

Bachelor’s or Master’s degree in Finance or Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

A financial services company in Singapore is seeking a Senior Associate for Client Services who will manage relationships with ultra-high net worth clients. The role involves direct support to Family Office Advisors in client management, leading client communications and preparing tailored proposals. Candidates should possess a Bachelor’s or Master’s degree, along with 3-6 years of relevant experience in wealth management. This position demands high professionalism, data management capabilities, and strong communication skills.