Senior Client Service Professional

2 weeks ago

Singapore beBeeRelationship Full time $80,000 - $120,000
Job Title: Senior Client Service Professional

We are seeking a highly skilled and experienced Senior Client Service Professional to join our team.

Job Description:

This is a senior-level role that requires a deep understanding of high net worth individual (HNWI) client needs and preferences. The successful candidate will be responsible for developing and managing relationships with HNWI clients in Hong Kong, Singapore, and Greater China. Key responsibilities include:

  • Developing tailored wealth solutions through asset allocation, preservation, and global opportunities;
  • Delivering exceptional client service and ensuring client retention and engagement;
  • Collaborating with investment advisors, product specialists, and analysts to deliver market insights and portfolio recommendations;
  • Ensuring full compliance with suitability and regulatory guidelines;
  • Navigating internal processes efficiently and partnering with middle/back-office teams to optimize client experience;
Required Skills and Qualifications:

The ideal candidate will possess the following qualifications:

  • Bachelor's degree in Finance, Economics, Law, or related fields;
  • Minimum 5 years of experience as a Relationship Manager or HNW sales professional in private banking/wealth management/securities/family offices;
  • Strong knowledge of HNWI asset allocation and products, including private equity, structured solutions, fixed income, and alternatives;
  • Proven ability to independently source and serve HNW clients with a clear business development track record;
  • Excellent communication, service mindset, and long-term relationship-building skills;
Benefits:

As a valued member of our team, you can expect a range of benefits, including:

  • Competitive commission incentives;
  • Flexible client acquisition approaches, including cross-border coverage, digital platforms, and joint advisory support;
Seniority Level:

Mid-Senior level

Employment Type:

Full-time

Industries:

Financial Services and Investment Banking

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