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Client Services Coordinator

2 weeks ago

Singapore beBeePortfolio Full time $60,000 - $90,000
Job Title: Portfolio Coordinator

As a key member of our operations team, you will play a pivotal role in supporting Relationship Managers in delivering exceptional client service to high-net-worth individuals and institutional clients from Greater China and the broader Asia region. Your primary responsibility will be to lead client onboarding, ensuring that all documentation meets stringent regulatory standards.

Key Responsibilities:
  • Provide day-to-day operational support to Relationship Managers across various tasks
  • Coordinate with partner banks for trade and cash settlement and reconciliation
  • Maintain and update client portfolios, resolving any documentation gaps that may arise
  • Ensure that all activities adhere to relevant compliance requirements and internal policies
  • Liaise with internal and external stakeholders to facilitate seamless client servicing

Requirements:
  • Bachelor's degree or equivalent experience in private banking, EAM, or a related field
  • Strong command of English and Mandarin (spoken and written) to effectively service Mandarin-speaking clients
  • Familiarity with the Greater China/Asian wealth management market
  • Must have experience in an ARM role from EAM
  • Proficient in Excel and Google Sheets; experience with private banking platforms is advantageous
  • Solid understanding of regulatory requirements; RNF status is a plus
  • Detail-oriented, adaptable, and a strong team player who thrives in fast-paced environments

Benefits:
This role offers a unique opportunity to grow professionally while making a significant impact in the financial services industry. You will work closely with a talented team of professionals who share your passion for delivering exceptional client experiences. With a focus on continuous learning and development, we invest heavily in our employees' growth and well-being. Our culture values diversity, inclusivity, and respect, creating a welcoming environment for individuals from all backgrounds.

About the Role:

This is an exciting opportunity for a skilled and motivated professional to join our dynamic operations team. As a Portfolio Coordinator, you will play a critical role in supporting our Relationship Managers in delivering outstanding client service. If you are passionate about working in a fast-paced environment and have a strong desire to make a meaningful impact, this could be the ideal role for you.

We are seeking an individual with a strong educational background and relevant experience in private banking, EAM, or a related field. The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. Proficiency in Excel and Google Sheets is essential, and experience with private banking platforms is highly desirable.

Our ideal candidate will be detail-oriented, adaptable, and a strong team player who can thrive in a fast-paced environment. They will also possess a solid understanding of regulatory requirements and be able to liaise effectively with internal and external stakeholders. If you are a motivated and enthusiastic individual looking for a new challenge, please submit your application today.