Wealth Portfolio Liaison Specialist

2 days ago

Singapore beBeeClient Full time

Job Role Summary:

The Client Services Officer plays a pivotal role in the Wealth Management team, serving as a key liaison between Relationship Managers and their clientele portfolios.

This position requires exceptional organizational and administrative skills, enabling the successful management of multiple client relationships and associated tasks.

In this capacity, the ideal candidate will be responsible for delivering first-class support to Relationship Managers, ensuring seamless communication and high-quality service delivery.

  • Support Relationship Managers with administrative and operational aspects of client portfolio management;
  • Maintain accurate records and documentation related to client interactions and portfolio activities;
  • Collaborate with internal teams to ensure timely completion of tasks and effective communication with stakeholders.

Key Skills and Qualifications:

To excel in this role, candidates should possess:

  • Strong organizational and time management skills, with ability to prioritize tasks effectively;
  • Excellent communication and interpersonal skills, with ability to build rapport with colleagues and clients;
  • Proven analytical and problem-solving skills, with ability to think critically and make informed decisions.

Benefits:

This role offers a dynamic and supportive work environment, with opportunities for professional growth and development. As a valued member of the Wealth Management team, you can expect:

  • A competitive salary package, reflecting your skills and experience;
  • A comprehensive benefits program, including health insurance, retirement savings, and paid time off;
  • Ongoing training and development opportunities, designed to enhance your skills and knowledge.

Join Our Team:

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