Client Servicing

2 weeks ago

Singapore Emprego SG Full time

Wealth Advisory and Asset Management Firm in Asia Pacific seeking a highly driven and dynamic individual to join our Client Servicing team. The role offers the opportunity for growth and self-development within a rapidly growing business environment.

Desired Attributes and Requirements: - High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information - Fosters team work and positively contributes towards the dynamics of the team and the quality of its output - Excellent organizational skills - Proficiency in preparing worksheets and documents - Ability to identify and resolve issues and escalate as necessary. - Ability to multi-task and operate in a dynamic environment - At least 2 years of relevant experience in client servicing functions preferably in the Private Banking, Premier Banking or Wealth Management space. Multi asset trade execution skills will be preferred. If experience in executing trades in a single asset class then must demonstrate ability to transfer existing skills in a multi asset environment - CMFAS certifications, including M5, will be preferred - Understanding of the industry regulations, best practices and applicable compliance requirements will be an added advantage - Academic or Professional qualifications with specialization in Finance, although not a prerequisite, will be preferred

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