Client Service
2 weeks ago
CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.
CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products, and prime brokerage services in over 15 countries and regions.
Along with its parent organization China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.
Job Responsibilities
Core Responsibilities: (60%)
Provide support to Private Wealth Advisors in the account opening process and client onboarding.
Serve as the key contact for administrative tasks and client-related matters.
Address client requests promptly, escalating complex issues to the appropriate team when required.
Assist Private Wealth Advisors in maintaining up-to-date Know Your Client (KYC) documentation and compliance-related sales reports.
Aid in the maintenance and periodic updates of Private Wealth Policies & Procedures.
Secondary Responsibilities: (40%)
Regional Responsibilities: Private Wealth
Provide administrative support for the regional Private Wealth team.
Maintain and update regional business presentations for both internal and external stakeholders.
Ensure timely reminders of key schedules, appointments, and meetings for the regional team.
Demonstrate flexibility to support business needs beyond standard working hours.
Exhibit a proactive, start-up mentality, adapting to a dynamic and fast-paced work environment.
Job Requirements
To thrive and be successful in this role, you must have / be:
Bachelors Degree or Professional Certificate
3 to 10 years of experience in client servicing administrative function within Private or Premier Banking.
Proficiency in Microsoft Excel, PowerPoint, and Word.
Strong ability to create and organize business slides for effective communication.
Attention to Detail:
Exceptional organizational skills and the ability to excel under pressure.
Adaptability:
Proven ability to multitask and make sound decisions with minimal guidance.
Soft Skills:
Positive attitude, adaptability, and strong collaboration skills within a small team setting.
Seniority level
Associate
Employment type
Full-time
Job function
Administrative, Customer Service, and Other
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