Client Accounts Officer

Responsibilities: In charge of billings, fee negotiations of each client engagement Prepare interiM/Full reports (including consolidation) in according with applicable accounting standards (IFRS/ Singapore Tax Regulations) for a dedicated clients portfolio Prepare management accounts for Singapore, Hong Kong and offshore jurisdictions (BVI, Seychelles,...

The RoleWe are seeking a dedicated and experienced Captive Client Account Manager to join our team at Willis Towers Watson. As a Captive Client Account Manager, you will play a pivotal role in managing relationships with our captive insurance clients, ensuring their servicing requirements are met with excellence. You will be the main contact point for a...

Eames Consulting SingaporePosted 41 minutes ago Permanent Competitive and Attractive Client Account Manager (Family Office)Responsibilities- Strong client support to UHNW/HNW clients. Assisting in KYC checks and account openings during onboarding/review process Regular reviewing of client portfolio for necessary updates Ensuring that you are fully aware and...

Reporting to the Head of Independent Asset Managers (IAM), you will be part of the Private Banking business and will support the Client Relationship Officers (CRO) in serving high net-worth clients from the IAM desk.Key Roles & Responsibilities- Account documentation - prepare and process account opening documentation. Manage and follow up the whole account...

Your team: Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. The Pictet group is one of the world's...

Client Onboarding Officer page is loaded Client Onboarding Officer Bewerben locations Singapore time type Full time posted on Vor mehr als 30 Tagen ausgeschrieben job requisition id r-13307 At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value...

Roles & Responsibilities5 work days/weekJob Description Responsible for the full set of accounts of multiple clients and other matters relating to the respective set of accounts. Ensure accounts are closed on time and according to the agreed date for submission to clients for the monthly meeting. Ensure accounting records and treatment comply with SOP and...

**Responsibilities Responsible for managing the strategic wealth management alliance with external organization. Ensure compliance with legal and regulatory requirements related to the alliance. Facilitate communication and collaboration between internal teams and external organization to execute joint initiatives Assist RMs in all aspects of client service...

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a...

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a...

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a...

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance  We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.  With a...

COMPANY DESCRIPTION We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We...

COMPANY DESCRIPTION We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We...

Roles & ResponsibilitiesResponsibilities: Process, validate, post and record invoices received from clients via KOFAX to SAP. Booking of invoice via 3-way match and investigation of differences. Process payments to clients according to terms of payment and follow up on payment queries from clients. Ensure sales and purchase order prices are aligned with...

Roles & ResponsibilitiesResponsibilities: Provide sales support to Relationship Manager for account opening and maintenance, transaction execution and handling clients’ enquiries, etc. Prepare business analyst report, presentation materials and maintain client database Develop and maintain good business relationship with customers and other internal and...

6 months Internship, Client Solutions OfficeJob ResponsibilitiesAssist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutionsPrepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)Customise and send client...

6 months Internship, Client Solutions OfficeJob ResponsibilitiesAssist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutionsPrepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)Customise and send client...

Singapore Business management, administration and support Global Wealth ManagementJob Reference #BRCity SingaporeJob Type Full TimeYour role Are you a team player? Do you enjoy working in a ever changing environment & solving complex tasks? Do you thrive in a high pressure environment and able to stay calm and focused? Do you want to proactively go the extra...

Roles & ResponsibilitiesJob Description / Requirements:The Accounts Officer performs a variety of general accounting and admin support tasks including, but not limited to the following:Daily bookkeeping.Reviewing and reconciling accounts.Verifying the accuracy of invoices and/or other accounting documents or records.Processing payments.Update and maintain...