Client Relationship Executive

2 weeks ago

Singapore KENSINGTON TRUST SINGAPORE LIMITED Full time

Role


The Client Relationship Executive will work closely with and assist the Head of Client Relationship in all business development and client management efforts within the Company.

This role also focuses on client management, including onboarding activities of new clients and intermediaries.

Job scope

Business Development

  • Monitoring and updating of new business enquiries and ensure all enquiries are addressed and tracked
  • Support projects around company initiatives on business development
  • Prepare presentation decks and marketing material for client presentation

Client Management
Assist the Head of Client Relationship in all aspects of client service and administrative support

  • Listening, understanding, and appropriately responding to clients' needs
  • Triage and respond to requests and inquiries in an accurate and timely manner following workflow and best practices
  • Collaborating with internal teams to deliver on client requests and ensure excellent client experience
  • Set up, manage and update new business onboarding file, and status reports
  • Ensure necessary followup actions are promptly taken on various onboarding matters
  • Familiarize and liaise with legal and compliance for any new business onboarding issues
  • Liaising with clients on due diligence requirements and timely follow up on outstanding documentations
  • Review and ensure completeness of onboarding documentation
  • Preparation of documentation for new business approval
  • Ensure a successful and smooth onboarding of any new clients by working with crossfunctional teams to ensure proper setup and delivery
The list of duties and responsibilities above is not exhaustive.

It is intended to describe the general content of, and requirements for the performance of this role and as such this role may also include the undertaking of additional tasks as assigned by the Company.


Job Requirements
Self-motivated, ability to work under pressure in a team environment

  • Excellent time management, interpersonal and multitasking skills
  • Strong written and verbal communication skills. Fluent in English, and Mandarin will be a bonus.
  • Demonstrates good interpersonal skills, proactive team player but is also able to work independently
  • General sense of risk awareness. Risk conscious with emphasis on sensitive data sharing
  • Highly proactive and diligent in followup and followthrough. Clientfocused, organized at bundling of requests, and sensible on turnaround time
  • Preferably more than 2 years' experience in the financial or corporate services industry in client service roles, client due diligence and onboarding; or administrative roles

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