Account Manager
Core
Account administration and operational support for Intermediaries and Family Offices, acting as a role model for service quality and supporting Relationship Managers in client interactions and custom solutions.
Role type
Account Manager (Intermediaries & Family Offices)
Builds
Operational account management processes, client documentation, and customized information reports for wealth management clients.
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Account administration, client relationship management, compliance and risk management, data maintenance, meeting organization, internal project management, financial market knowledge, product valuation principles, MS Office proficiency
Preferred skills
Business Mandarin fluency, MAS registration, CACS Papers 1 & 2, CMFAS Modules 1B/5/6A/8A
Technologies
MS Office, internal banking systems
Responsibilities
Ensure operational account management and clear system alerts; interact with clients independently to provide information and support RMs; maintain accurate client key data and document formalities; organize client meetings and logistics; manage internal projects impacting account relationships; act as a first line of risk defense and compliance officer; support new ARMs in induction and knowledge sharing.
Seniority
Mid-level, hands-on IC