Wealth Management Client Services Associate

Indosuez Wealth Management; Singapore; Presencial; SGD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Indosuez Wealth Management Singapore is seeking a Wealth Management generalist in a CSO/ARM role within the EAM Desk. You will support one or more Relationship Managers in administrative and operational management of client portfolios, ensuring timely execution and compliance.

Top performers on the EAM Desk have a clear career path to evolve into an EAM Relationship Manager role, contributing to a high-performing team in a dynamic private banking environment.

Formación

• University degree or equivalent.
• CACS Paper 1 and 2 certification required.
• 5-10 years of relevant experience in client servicing and/or sales operations; private banking experience advantageous.
• Fluent in English; Chinese language skills required for North Asia/Greater China market.

Responsabilidades

• Open accounts, prepare documentation and general instructions.
• Process credit approvals, investment and deposit transactions.
• Execute clients’ instructions and inform RMs of irregularities.
• Manage daily operational tasks and client enquiries.
• Ensure compliance with Bank policies and legal requirements.
• Serve as key contact for client inquiries and perform controls-related duties.
• Support RMs in portfolio administration and documentation.
• Take on additional tasks as assigned.

Conocimientos

Client servicing

Sales operations

Communication

Interpersonal skills

English & Chinese fluency

Self-motivated

Attention to detail

Educación

University degree

CACS Paper 1 & 2

Descripción del empleo

Indosuez Wealth Management Singapore is seeking a Wealth Management generalist in a CSO/ARM role within the EAM Desk. You will support one or more Relationship Managers in administrative and operational management of client portfolios, ensuring timely execution and compliance.

Top performers on the EAM Desk have a clear career path to evolve into an EAM Relationship Manager role, contributing to a high-performing team in a dynamic private banking environment.