Client Relationship Manager
1 week ago
As a key player in our organization, you will be working closely with senior professionals in a client-facing capacity, gaining hands-on experience in investment execution and day-to-day relationship management.
Job Responsibilities:
- Support senior professionals and team leaders with client onboarding, documentation, and post-meeting follow-ups.
- Prepare meeting materials, portfolio reports, and review packs.
- Respond to client inquiries with professionalism and attention to detail.
Required Skills and Qualifications:
- Bachelor's degree or equivalent preferred; relevant certifications (e.g. CMFAS Modules).
- 2-4 years of experience in private banking, wealth management, or client-facing financial services.
- Strong organisational, communication, and interpersonal skills.
- High attention to detail and comfort with fast-paced, multi-tasking environments.
- Fluent in English; additional regional language(s) an advantage.
In this role, you will be expected to maintain high standards in administrative efficiency and documentation accuracy, while adhering to regulatory requirements and internal policies.
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