Asia Wealth Management , Client Service Manager, Director, Singapore
Core
Support Investment Representatives and clients by managing documentation, resolving operational issues, and handling administrative tasks for Ultra High Net Worth individuals.
Role type
Client Service Manager (Private Wealth Management)
Builds
Operational support for private banking services
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking investment products knowledge, trade booking and settlement, regulatory compliance, transactional documentation, multi-tasking, fast-paced environment adaptability
Preferred skills
Proactive team player, keen interest in private banking industry
Technologies
N/A
Responsibilities
Liaise with Business Units to ensure client documentation compliance, resolve settlement and funding issues, follow up on margin calls and collateral issues, handle client order taking and suitability checks, manage administrative tasks like travel bookings and expense claims
Seniority
Mid-level, hands-on support role