Wealth Management: Client Services Lead

Nomura

Singapore

On-site

SGD 120,000 - 180,000

Full time

4 days ago
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Job summary

Nomura's International Wealth Management division in Singapore is seeking a Client Services Manager (Associate) to deliver superior service to high-net-worth clients across global markets. You will apply deep knowledge of wealth management products and build lasting client relationships.

The role requires strong communication, meticulous multi-tasking and a client-centric approach, with at least five years in client services or relationship management within wealth management or private banking.

Qualifications

  • University degree in Finance or Business.
  • Minimum 5 years of experience in client services or relationship management within wealth management or private banking.
  • Possess Client Advisor Competency Standards (CACS) papers 1 and 2.
  • Minimum 5 years of experience with investment products, financial planning, and wealth management principles.
  • Excellent communication and interpersonal skills, with a client-centric approach.
  • Meticulous and able to multi-task
  • Organised team player with good understanding of financial products and services

Responsibilities

  • Provide client service support and maintain client relationships for Relationship Managers
  • Respond to inquiries on account documentation, activity, statements, transfers
  • Liaise with clients, business supports and service providers to ensure timely processing
  • Assist in client on/off boarding and account reviews
  • Ensure operations comply with bank policy and regulatory requirements
  • Receive, execute and report orders for equities, FX, structured and fixed-income products
  • Provide secretarial and administrative support
  • Handle logistics for business trips and meetings
  • Perform other duties as delegated by supervisor

Skills

Excellent communication
Client-centric approach
Multitasking
Team player
Interpersonal skills

Education

Degree in Finance or Business

Job description

Nomura's International Wealth Management division in Singapore is seeking a Client Services Manager (Associate) to deliver superior service to high-net-worth clients across global markets. You will apply deep knowledge of wealth management products and build lasting client relationships.

The role requires strong communication, meticulous multi-tasking and a client-centric approach, with at least five years in client services or relationship management within wealth management or private banking.

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