Wealth Client Services Associate

RECRUIT EXPRESS PTE LTD; Singapore; On-site; SGD 40,000 - 65,000; Full time

Job summary

RECRUIT EXPRESS PTE LTD in Singapore is seeking an entry-level Client Servicing Specialist to support Relationship Managers in delivering day-to-day banking services to High Net Worth clients.

You will process banking transactions, prepare client documentation, liaise with internal stakeholders, maintain records, and ensure compliance with policies and regulatory requirements while enhancing the client experience.

Qualifications

• Minimum 1 year of client servicing or relationship management experience in banking or finance.
• CACS Paper 1 and/or Paper 2 certification required.

Responsibilities

• Support Relationship Managers in delivering day to day banking services to High Net Worth clients.
• Process banking and investment transactions, including account opening, asset transfers, deposits and loan documentation.
• Prepare client documentation, reports and ensure timely follow up on client requests and enquiries.
• Liaise with internal stakeholders to facilitate smooth execution of client transactions and account servicing.
• Maintain accurate client records and ensure all documentation complies with internal policies and regulatory requirements.
• Provide administrative and operational support to enhance the overall client experience and Relationship Manager productivity.

Skills

Client servicing

Relationship management

Banking awareness

Education

CACS Paper 1

CACS Paper 2

Job description

RECRUIT EXPRESS PTE LTD in Singapore is seeking an entry-level Client Servicing Specialist to support Relationship Managers in delivering day-to-day banking services to High Net Worth clients.

You will process banking transactions, prepare client documentation, liaise with internal stakeholders, maintain records, and ensure compliance with policies and regulatory requirements while enhancing the client experience.