VP, Client Solutions Desk, Wealth Management Operations, CBGO, Group COO

DBS; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

A leading financial services group in Singapore is seeking a Vice President for the Client Solutions Desk within Wealth Management Operations. This role will involve ensuring exceptional service to high-net-worth clients by managing client inquiries, delivering bespoke solutions, and collaborating with various departments. The ideal candidate should have over 10 years of experience in client service, possess strong communication skills, and have a deep understanding of private banking products. Competitive salary and benefits are offered.

Benefits

Competitive salary

Benefits package

Dynamic work environment

Qualifications

• 10+ years of experience in client service or operations within wealth management.
• Deep understanding of Private Banking products and services.
• Strong understanding of financial products and regulatory frameworks.

Responsibilities

• Serve as the primary point of contact for client service inquiries.
• Assist relationship managers in onboarding new clients.
• Coordinate customized solutions for clients with unique requirements.

Skills

Client relationship management

Problem-solving

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in finance, business, or a related field

Tools

CRM platforms

Wealth management platforms

Job description

Job Description - VP, Client Solutions Desk, Wealth Management Operations, CBGO, Group COO (WD80058)

Vice President – Client Solutions Desk

Business Functions

The Client Service Manager in Wealth Management Operations is instrumental in supporting the front office to deliver exceptional, personalized service to high-net-worth and bespoke clients. This role serves as a crucial link between clients, relationship managers, and operational teams to ensure seamless client experiences and effective management of complex client needs.

Responsibilities

Client Relationship Support

• Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
• Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
• Proactively manage ongoing client requests and resolve service issues with a client-centric approach.

Bespoke Service Delivery

• Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
• Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.

Operational Excellence

• Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
• Monitor and track service delivery metrics, identifying areas for process improvement.
• Ensure all client documentation and records are accurate and up-to-date.

Front Office Support

• Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions.

Provide training and guidance to junior team members on client service best practices

Requirement

• Bachelor’s degree in finance, business, or a related field.
• 10+ years of experience in client service or operations within wealth management or private banking.
• Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
• Strong understanding of financial products, investment vehicles, and regulatory frameworks.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.