Client Liaison Specialist

1 week ago


Singapore beBeeAccountability Full time $120,000 - $150,000

We are committed to delivering high-quality, timely and extensive wealth management solutions to our clients.

As a key client liaison, you will be responsible for ensuring a smooth service experience for our high net-worth clients.

Your role involves achieving client retention by supporting Relationship Managers in providing stellar service and following up on client calls or queries. You will also partner with Client, Business Support and service providers to ensure prompt transaction processing and delivery of client requirements.

  • Achieving Client Retention
  • Partnering with Service Providers
  • Acting as Key Client Proxy
  • Managing Meetings and Travel Arrangements

The ideal candidate will have:

  • Bachelor's Degree with at least 3 years' experience in a banking service role.
  • Knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures.
  • Familiarity with bank and regulatory requirements.
  • Meticulous and great team player with excellent communication and interpersonal skills.
  • CACS Certifications 1 & 2


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