High Net Worth Client Service Associate

4 days ago

Singapore beBeeClientService Full time $60,000 - $100,000
Job Overview

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team. This role will provide exceptional service to high net-worth clients, support Relationship Managers in daily account maintenance, and ensure timely resolution of client queries.

Key Responsibilities:
  1. Provide top-notch customer service to high net-worth clients
  2. Maintain account relationships through regular communication and updates
  3. Ensure compliance with all regulatory requirements
Requirements:
  • Minimum 2-3 years' experience in brokerage or wealth management or investment banking industry
  • Holder of CMFAS Representative license of M1A/M1B/M6
  • Excellent interpersonal skills, results-driven, detail-focused, and customer-centric
  • Proficient in English and Chinese languages

This is an exciting opportunity for individuals who thrive in fast-paced environments and possess a strong passion for delivering exceptional client experiences.

The ideal candidate will have the ability to multitask, work well under pressure, and maintain a professional demeanor in challenging situations.

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