Exceptional Client Service Specialist

1 week ago

Singapore beBeeWealthManagement Full time

Job Opportunity

This role is focused on providing exceptional service to high net worth clients and investors. The successful incumbent will be responsible for delivering a "gold standard" of service, covering all aspects of wealth management and private client relationships.

A key part of this role includes supporting Client Advisers in providing excellent service to clients, maintaining a high standard of service quality in all work and output.

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 with internal teams and third-party service providers to ensure smooth and prompt transaction processing and service delivery of client requirements Providing market updates to clients, preparing client statements and reports related to the portfolio, as well as specific product performance Executing trade orders in a timely and accurate manner through to settlement Preparing 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

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