Client Services Manager/Assistant Manager
Core
Providing excellent service to high net worth investors and managing private client relationships, covering transaction execution, investment analysis, and portfolio management.
Role type
Senior IC client services manager (wealth management)
Builds
Transaction processing, client statements, portfolio reviews, and in-house fund operations
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
transaction execution, investment analysis, portfolio rebalancing, asset allocation calibration, CRM system maintenance, regulatory compliance, market insights, account opening, due diligence
Preferred skills
VBA, Bloomberg, Microsoft Excel, banking & finance qualifications
Technologies
Bloomberg, Microsoft Excel, VBA, CRM systems
Responsibilities
Support Client Advisers in serving high net worth clients, execute trade orders, prepare investment reviews and portfolio reports, maintain in-house funds, initiate account openings, perform periodic due diligence, maintain CRM system, adhere to MAS regulatory requirements
Seniority
Senior, hands-on IC