Client services associate/asst relationship manager | singapore, sg
7 days ago
Client Services Associate/Asst Relationship Manager Non-disclosedSingaporePosted 2 days agoPermanentS$54k - S$66k The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services. A brief description of responsibilities as follows: Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance Receive and execute trade orders in a timely and accurate manner through to settlement Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration Responsible for the operation and maintenance of in-house funds Initiating account openings and ensuring completion of all initial and ongoing documentation requirements Perform Periodic due diligence and ensure relevancy of clients’ documentations Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements Adhering to the MAS regulatory requirements and achieving compliance standards at all times. Skill Requirements of the Position Personal and Social Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors. The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves. Professional and Technical A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential. Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA and other programming language such as SQL preferred. The incumbent must have strong analytical, written and spoken English skills, Mandarin language skills are a bonus. Relevant banking &/or finance qualifications will be highly regarded. Regulatory Requirement All necessary qualifications as required by the MAS must be acquired within a 6 month period from commencement of employment. #J-18808-Ljbffr
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Singapore eFinancialCareers Full timeA key role in our team is available for a skilled Client Services Associate/Asst Relationship Manager to provide exceptional service to high net worth clients & investors, maintaining a high standard of service quality in all work and output.Supporting the Client Advisers to deliver excellent service to clients, ensuring a high standard of service quality in...
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Client relationship manager | singapore, sg
2 weeks ago
Singapore AIA Singapore Private Limited Full timeClient Relationship Manager AIA Singapore Private Limited, SingaporePosted 3 hours ago | Permanent | Competitive At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in....
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Client relationship manager | singapore, sg
7 days ago
Singapore Cognizant Full timeCognizant is looking for a seasoned sales & account management individual as our Client Relationship Manager (CRM) to manage, retain and develop the accounts / portfolio in Singapore market while continuing to focus on growth.Summary of Role As a Client Relationship Manager, you will be key contributors to growing business and managing customers of...
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Relationship manager | singapore, sg
1 week ago
Singapore Tangspac Full timeRelationship Manager Tangspac, Singapore Posted: 3 days ago | Type: Permanent | Salary: S$10k - S$16k My client is one of the largest brokerage firms from China. Established in 1991 and listed on the Shanghai Stock Exchange, it ranks among the top in terms of brokerage trading volume of stocks and funds in China's securities industry. The Singapore...
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Singapore Brookfield Singapore Pte Ltd Full timeSenior Associate, Client Relationship Management Location: Collyer Quay Centre - 16 Collyer Quay, #19-00, Singapore Brookfield Culture: Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative, and Disciplined. Brookfield is...
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Senior associate, relationship management
5 days ago
Singapore BNY Full timeSenior Associate, Relationship Management & Business Development (Treasury Services) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power...
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Singapore Vistra Corporate Services Full timeIt’s never been a more exciting time to join Vistra. At Vistra, our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But progress...
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Singapore Brookfield Asset Management, Inc Full timeAbout the RoleThis is an exciting opportunity to join the Global Client Group at Brookfield Asset Management as an Associate. The successful candidate will support senior client relationship managers in building new relationships and maintaining existing ones with institutional investors in South Asia & Taiwan. The role will involve working across various...
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Singapore eFinancialCareers Full timeA brief description of responsibilities as follows: Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and...
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Asst. vice president
1 week ago
Singapore Mizuho Bank Full timeAsst. Vice President / Vice President, Regional Assurance Compliance Mizuho Bank, Singapore Overview of Division/Department Compliance Department, Asia-Pacific Office ("APOC") is one of regional offices under Head Office Compliance Department / Financial Crimes Compliance Department ("HOCD/FCCD"). APOC is to cover 14 countries/regions in the APAC region and...
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Associate Relationship Manager
6 months ago
Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full timeRoles & ResponsibilitiesBASIC FUNCTIONAssist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.DUTIES AND RESPONSIBILITIES1. Develop...
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Senior Client Relationship Manager
4 weeks ago
Singapore Oliver James Associates Full timeSenior Client Relationship ManagerWe are seeking a highly experienced Senior Client Relationship Manager to join our team at Oliver James Associates. As a key member of our client services team, you will be responsible for managing large MNC clients and driving client retention.Key Responsibilities:Manage allocated large MNC clients effectivelyAct as main...
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Associate, Client Relationship Management
3 months ago
Singapore Brookfield Asset Management, Inc Full timeLocation Collyer Quay Centre - 16 Collyer Quay, #19-00 Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through...
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Client Relationship Manager
4 weeks ago
Singapore AIA Singapore Private Limited Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Manager to join our marketing, distribution & partnership team at AIA Singapore Private Limited.As a Client Relationship Manager, you will play a vital part in advancing our movement to create a healthier, more sustainable future for everyone. You will be responsible for...
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Singapore GreenLane Full timeLead of Private Banking Client Relationships Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services,...
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Singapore Vistra Corporate Services Full timeIt’s never been a more exciting time to join Vistra. At Vistra, our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But...
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Relationship associate
1 week ago
Singapore BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's...
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Head of singapore compliance
5 days ago
Singapore Charterhouse Partnership Singapore Full timeHead of Singapore Compliance (Payment Services) Charterhouse Partnership Singapore is partnering with a Payment Solutions company that is hiring for a Country Compliance Head to join their team. This is an excellent opportunity for dynamic individuals looking to grow within a fast-paced environment, whilst working in a varied position as the Compliance...
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Relationship Manager
2 months ago
Singapore Tangspac Full timeThe Singapore office was officially registered in September 2022 and obtained the Capital Markets Services License and Exempt Financial Adviser qualifications from the Monetary Authority of Singapore (MAS) in September 2023. The Singapore office is now live and will provide brokerage and investment banking services, covering areas such as equities, fixed...
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Outdoor Sales Executive/Asst Manager
3 weeks ago
Singapore SPECIAL STEELS & ALLOYS PTE. LTD. Full timeRoles & Responsibilities#Shoutout to hashtag#talents [Outdoor Sales Executive/Asst Manager]We are seeking talented individuals to join us in our collective vision of expanding the companyDrop me a DM or email jonathan@ssalloys.com.sg for a discussion ✅Company DescriptionSpecial Steels & Alloys (SSA) was founded in 2011 and specializes in the distribution...
