Senior Client Partnerships Specialist

2 days ago

Singapore beBeeClientPartnership Full time $80,000 - $110,000

Overview:

A skilled Client Partnership Manager is sought to build, maintain, and strengthen long-term client relationships. The ideal candidate will deliver a superior client experience through strategic financial guidance.

Responsibilities include serving as the primary relationship contact for clients, understanding their financial situation and goals, and providing tailored recommendations and solutions. Regular check-ins and planning meetings will be conducted to update clients on performance, strategy, and potential adjustments.

The role requires strong interpersonal, planning, and problem-solving skills, with a focus on helping individuals and families achieve their financial objectives. This includes overseeing client onboarding, account maintenance, and service requests with accuracy and attention to detail.

Key Responsibilities:

  1. Serve as the primary relationship contact for a portfolio of clients
  2. Understand each client's financial situation, goals, and priorities
  3. Lead regular check-ins and planning meetings
  4. Coordinate with internal specialists and external partners
  5. Oversee client onboarding, account maintenance, and service requests
  6. Monitor client portfolios and collaborate with investment or planning teams
  7. Identify opportunities to enhance client engagement

Required Skills:

  1. Client Relationship Management
  2. Wealth Management
  3. Account Management
  4. Microsoft Excel
  5. Tax Planning
  6. Relationship Building
  7. Comprehensive Financial Planning
  8. Strategic Development
  9. Adaptability
  10. Regulatory Compliance
  11. Attention to Detail
  12. Effective Communication
  13. Financial Advisory Services
  14. Customer Service

This role is ideal for someone who is passionate about delivering exceptional client experiences and building long-lasting relationships.

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