Client services associate/asst relationship manager | singapore, sg
1 month 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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Client relationship manager | singapore, sg
1 month 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
1 month 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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Client advisor
2 weeks ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
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Associate director
3 weeks ago
Singapore National University Of Singapore Full timeAssociate Director / Senior Manager / Asst. Senior Manager (Research Security Management) Location: UNIV ADMIN, Kent Ridge Campus, SG Company: National University of Singapore Job Description Policy implementation: Review and update policy on research security and collaborate with research units to implement related procedures and protocols. Risk...
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Associate director
3 weeks ago
Singapore National University Of Singapore Full timeAssociate Director / Senior Manager / Asst. Senior Manager (Research Security Management) Location: UNIV ADMIN, Kent Ridge Campus, SG Company: National University of Singapore Job Description Policy implementation: Review and update policy on research security and collaborate with research units to implement related procedures and protocols. Risk...
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Senior associate, client relationship management
1 month ago
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
1 month 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 IMPERIAL HEALTH SG PTE. LTD. Full timeJob OverviewWe are seeking a highly skilled Beautician & Asst. Beauty Manager to join our team at Imperial Health SG PTE. LTD. in the heart of Orchard Road, conveniently located near an MRT station.Key Responsibilities:Conduct professional skin/body analysis to provide tailored treatment recommendations.Maintain exceptional customer service standards to...
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Wealth planning associate
6 days ago
Singapore Selby Jennings Full timeWealth Planning Associate - Private Bank Selby Jennings Singapore Apply now Posted 5 days ago In-Office Job Permanent SGD80000 - SGD150000 per annum Our client, an international private bank, is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role Description: Marketing Support...
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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 toremove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But progress only...
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Singapore AIA Singapore Private Limited Full timeClient Relationship Manager AIA Singapore Private Limited, Singapore Posted 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 Service Executive
1 week ago
Singapore MANPOWER STAFFING SERVICES (SINGAPORE) PTE LTD Full timeUnlock a challenging and rewarding career as a Client Service Associate with MANPOWER STAFFING SERVICES (SINGAPORE) PTE LTD!About the RoleWe are seeking an experienced and skilled professional to join our team as a Client Service Associate. This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service,...
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Senior manager
2 days ago
Singapore Aon Corporation Full timeSenior Manager - Client Services, Health Solutions Singapore Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed....
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Northeast Private Client Group | Client Advisor
10 hours ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
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Business Development Associate
2 weeks ago
Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeAbout the RoleWe are seeking an experienced Business Development Associate to join our team at ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. This is a fantastic opportunity for a skilled and ambitious individual to take their career to the next level.Job DescriptionThe ideal candidate will possess excellent client relationship management skills, with a strong...
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Client Services Associate
1 week ago
Singapore TALENTVIS SINGAPORE PTE. LTD. Full timeAbout the RoleWe are seeking a dedicated and compassionate Client Services Associate to join our team at TalentVis Singapore PTE. LTD.As a Client Services Associate, you will play a vital role in providing support to our clinical team in the assessment, case work, and program delivery. Your primary responsibility will be to ensure that our clients receive...
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Client Services Associate/Asst Relationship Manager
2 months ago
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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Singapore United Overseas Bank Full timeVP, Relationship Management, Group Commercial Banking Posting Date: 9 Dec 2024Location: Singapore (City Area), Singapore, SG, 048624Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and...
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Strategic Client Relationship Associate
4 weeks ago
Singapore JAC Recruitment Full timeAbout This RoleWe are seeking a highly skilled Strategic Client Relationship Associate to join our team at JAC Recruitment.Job SummaryThis role involves managing client relationships, handling administrative tasks, and ensuring efficient transaction processing and client service. The ideal candidate will have a strong understanding of the bank's products and...
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Singapore PERSOLKELLY Hong Kong Limited Full timeOur client, a well-established Private Bank are currently seeking for an experienced Relationship Manager to join their team in Singapore (SG). So if you are a SG citizen who wants to go back home or you have the right to work in SG, please do not hesitate to click the apply button below. (Working Visa will NOT be provided) Responsibility: Execute the...
