Account Manager
Core
Account administration, documentation, and operational support for wealth management clients, acting as a bridge between clients and Relationship Managers (RMs) without owning a client book.
Role type
Intermediaries Account Manager (AM)
Builds
Operational account management processes, client documentation, customised reports, and marketing support for the wealth management division.
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client administration, document formalities, data management, meeting logistics, compliance adherence, risk identification, internal project management, presentation creation, e-channel 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.
Responsibilities
Ensure operational account management tasks and system alerts are cleared; support RMs in client interactions with high precision; maintain accurate client key data and relationship documents; create customised client reports and statistics; participate in or lead parts of client meetings regarding compliance and documentation; compile presentations for marketing activities; manage internal projects impacting account relationships; deputise RMs in day-to-day matters; mentor new ARMs on systems and processes; act as a first line of risk defence by raising concerns and escalating issues; ensure full adherence to compliance and legal guidelines.
Seniority
Mid-level, hands-on IC