Global Client Experience Specialist
1 week ago
CONTINUUM ALPHA PTE. LTD. is a leading financial institution that values exceptional client experiences.
Job Title: Global Client Experience Specialist
Salary Range: SGD 5,500 - SGD 7,000 per month
Job Description:
We are seeking a skilled and experienced Global Client Experience Specialist to join our team. The ideal candidate will have a strong background in delivering superior client service and experience through understanding, anticipating, and executing client transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners.
Key Responsibilities:
- Support Client Advisors/Client Partners in delivering exceptional client service and experience
- Be the primary point of contact for clients with account queries or order placement, payments, etc.
- Assist with client onboarding, account opening, due diligence, and monitoring activities
- Assist with client order placements, monitoring, and record-keeping
- Provide backup support for buddy CAAs
Requirements:
- Minimum 4 years of relevant experience in private banks
- Outstanding verbal and written communication skills
- Professional maturity, strong work ethic, and adaptability to changing business needs
- Fluency in Mandarin needed to cover North Asia/Greater China client segments
- Proficient with all Microsoft 365 apps
Tell Employers What Skills You Have
Key Skills:
- Wealth Management
- MicroSoft PowerPoint
- Due Diligence
- Interpersonal Skills
- Knowledge Management
- Adaptable
- Accounting
- Compliance
- Market Intelligence
- Regulatory Requirements
- Screening
- Legal Compliance
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