Asia Wealth Management, Client Service Manager, Associate/ Director, Singapore
Core
Client Service Manager provides operational and administrative support to Investment Representatives and clients in Private Wealth Management.
Role type
Associate/Director level Client Service Manager
Builds
Trade bookings, settlements, and client documentation for Ultra High Net Worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking investment products knowledge, trade booking and settlement, client suitability and eligibility documentation, policy adherence, multi-tasking, travel and expense administration
Preferred skills
CACS paper 1 and 2 certification, fluency in English and Mandarin, willingness to work outside normal hours
Technologies
N/A
Responsibilities
Liaising with Business Units for client documentation compliance, resolving client queries, taking client orders, handling trade booking and settlement, resolving margin calls and collateral issues, managing administrative tasks like travel bookings and expense claims
Seniority
Associate/Director, hands-on IC