Partner Support Manager

1 day ago


Raffles Place, Singapore St. James's Place Wealth Management Full time $90,000 - $120,000 per year

Description of the role:

This role will see the successful candidate working closely with a Partner, they will be responsible for performing a variety of duties to assist the Partner in delivering outstanding wealth management services to an array of affluent and high-net-worth clients.

Key Responsibilities

  • Drafting client letters and client information packs
  • Monitoring payments and liaising with UK payments team
  • Managing end to end process of client onboarding
  • Working with various other internal teams including client services team, business assurance and compliance
  • Preparing for client meetings, including compilation of graphs, basic calculations and analysis.
  • Processing switch documents
  • Updating Salesforce with meeting notes and activities
  • Obtaining insurance quotes
  • Preparing paperwork for client meetings, including compilation of graphs. basic calculations, analysis and draft commentary
  • Managing and coordinating daily tasks, outstanding matters, and reporting requirements
  • Communicating with clients via email and maintaining strong customer service
  • Supporting Partner with all administrative functions and support as required


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