Client Service Professional

1 week ago


Singapore beBeeInvestment Full time $80,000 - $120,000
Client Service Professional

We are seeking a skilled Client Service Professional to join our Wealth Management division. The successful candidate will be responsible for delivering excellent client service and investment management, working closely with a team of Relationship Managers.

The ideal candidate will have a strong passion for client relationships and a proactive approach to problem-solving. They will develop deep technical knowledge of our processes and systems, working across the business to challenge, develop and improve our services.

Main Responsibilities:
  • Support Relationship Managers in managing clients' portfolios in line with their investment wishes, rules and regulations.
  • Be a point of contact for financial intermediary clients, responding promptly to queries and maintaining accurate records of responses.
  • Handle administrative duties efficiently, such as processing client transactions.

About the Role:

This is an exciting opportunity for a detail-oriented and customer-focused individual to join our team. You will work in a dynamic environment, developing your skills and expertise while contributing to the success of our Wealth Management division.



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