Wealth Management Specialist

2 weeks ago

Singapore Standard Chartered Life and Careers Full time

Are you passionate about delivering exceptional client experiences?

We're seeking a highly skilled Wealth Management Specialist to join our team at Standard Chartered Life and Careers.

The Platinum Client Service Partner is responsible for facilitating new bespoke initiatives, operational excellence, and strategic issue stewardship across the entire client journey.

This includes enabling differentiated service levels for high-value clients while providing higher levels of visibility and transparency throughout the process.

You will work closely with key staff in frontline, Client Service Managers, Credit Risk, Credit Risk Operations, Banking and Wealth Management Operations, Asset class owners (product teams), Legal and Compliance to fulfill client needs on an ongoing basis.

Key Responsibilities:
  1. Assess new Platinum clients' requests from frontline / market heads across entire client journey including product offering / credit process / asset transfer and other ongoing service requests.
  2. Institute an ongoing rhythm with frontline to proactively get details of upcoming platinum clients service requests to forecast and enable requisite attention / resourcing available in different teams.
  3. Assess client needs, incoming portfolio, and establish which teams across business, operations, risk function and technology / digital teams are required to fulfill each client request.
  4. Proactively liaise with such teams to enable fulfillment of these requests, primarily focusing on providing superior client service / visibility and transparency of the entire process to Frontline and clients.

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