Asia Wealth Management , Client Service Manager, Associate, Singapore
Core
Client Service Manager provides operational and administrative support to Investment Representatives and clients in Private Wealth Management, handling trade booking, documentation, and client queries.
Role type
Associate-level Client Service Manager
Builds
Trade settlements, client documentation, and operational workflows for Ultra High Net Worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Trade booking and settlement, Client suitability and eligibility documentation, FX/Equities/Fixed Income/Derivatives knowledge, CACS Paper 1 & 2, Multi-tasking, Meticulous attention to detail
Preferred skills
Private banking industry interest, Fast-paced environment adaptability, Willingness to work outside normal hours
Technologies
N/A
Responsibilities
Liaising with Business Units for client documentation compliance, Resolving client queries, Taking client orders, Tracking client relationships, Resolving settlement and funding issues, Processing margin calls and collateral issues, Handling administrative tasks (travel, expenses, mailing)