Wealth Management Client Services Lead

kimberley consulting pte. ltd.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Kimberley Consulting Pte. Ltd. in Singapore is seeking a seasoned wealth management professional to serve a dedicated group of investors.

You will act as the centre of a servicing 'gold standard', coordinating trade execution, investment analysis and client communications. The role focuses on deep client relationships, portfolio reviews, market updates and seamless onboarding, with a strong emphasis on MAS compliance and regulatory standards.

Qualifications

• Minimum 5 years of wealth management experience.
• Strong understanding of wealth products and market dynamics.
• Experience servicing UHNW/HNW clients, including expatriates.
• Proficiency with Bloomberg and Excel; VBA preferred.
• Excellent English communication, written and spoken.

Responsibilities

• Support Client Advisers to provide excellent service to high net worth clients and investors.
• Provide market insights and discuss investment strategies with clients.
• Partner with Client, Business Support and Third-Party Service Providers to ensure prompt transaction processing and service delivery.
• Prepare investment reviews and portfolio updates including asset allocation.
• Receive and execute trade orders and ensure timely settlement.
• Maintain CRM and coordinate with external providers for client needs.
• Adhere to MAS regulatory requirements and maintain compliance.

Skills

Interpersonal skills

Team player

Communication

Initiative

Ownership

Independent working

Education

MAS M3/M5

Tools

Bloomberg

Microsoft Excel

VBA

Job description

Kimberley Consulting Pte. Ltd. in Singapore is seeking a seasoned wealth management professional to serve a dedicated group of investors.

You will act as the centre of a servicing 'gold standard', coordinating trade execution, investment analysis and client communications. The role focuses on deep client relationships, portfolio reviews, market updates and seamless onboarding, with a strong emphasis on MAS compliance and regulatory standards.