Client Services Executive

4 days ago


Central Region, Singapore First Affiliation - ADO Full time $60,000 - $80,000 per year
  • Maintain accurate client records and ensure all documents comply with MAS regulations and internal policies.
  • Assist with client onboarding by gathering necessary documentation and ensuring regulatory compliance.
  • Follow up on client requests, provide accurate information, and resolve issues.
  • Attend client meetings to clarify sales objectives and assist with presentations and reports.
  • Help track sales leads, opportunities, and performance metrics.
  • Build and maintain strong customer relationships.

Benefits:

  • Competitive salary with bonuses awarded quarterly and at year-end for good performance.
  • Opportunities for recognition awards, including international travel.
  • Paid training, mentorship, industry certification, and hands-on experience to grow your career in wealth management.
  • Access to advanced digital tools for flexible hybrid work
  • Fast career progression to management within 2 years.

Job Requirements:

  • Motivated and Ambitious individual with Strong Leadership qualities
  • Passionate about wealth management, planning, and solutions
  • Efficient in analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work on a flexible schedule that includes weekends
  • Bachelor's degree or a Diploma from a local polytechnic

Whether you are a fresh graduate or looking for a mid-career switch, we welcome you to apply



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