
Engage Specialist
1 week ago
Support Wealth Management Client Advisors and our clients with advice and support.
Your team
You'll be working in the FSO Engage Team in Wealth Management Singapore. Our Engage Specialists are responsible for providing comprehensive support with account maintenance and account structure changes to our Clients and Client Advisors in various market teams across regions internationally. Providing an excellent & outstanding client experience is our goal.
Your new role
We are looking for you to join our FSO Engage Team as an Engage Specialist to help us provide efficient & high-quality support to our Clients and Client Advisors.
- Support Wealth Management Client Advisors and our clients with advisory and support in regard to Client Lifecycle Management (CLM) related and Account Structure Change (ASC) matters.
- Provide clients with the advisory and documentary support on forms and documents required, such as ASC, Bank references, Digital Banking and contact details changes etc.
- facilitate the changes to the structures of client relationships and accounts for Individuals, Domiciliary Companies, Legal entities, Financial Institutions, Trusts, Funds, External Asset Managers
- Ensure compliance with MAS 626 notices and Guidelines, and to mitigate risk (Legal / Regulatory / Reputational) for the bank.
- Build strong relationships with key stakeholders such as Front Office, Legal, Compliance and Risk management teams
What you'll need to succeed
- Experience in client servicing and a background in banking/finance
- Experience dealing with Wealth Management clients and supporting Client Advisors is preferred.
- Proficiency in both spoken and written English and Mandarin is required to effectively liaise with Mandarin-speaking clients across the APAC region.
What you need to do now
If you're interested in this role, click "Apply Now" to send over your updated resume
This job posting is being managed on behalf of Wilfred Lam - Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924
-
Staffing and Recruitment Specialist
4 weeks ago
Singapore Engage Lynk Full timeStaffing and Recruitment Specialist (Commission-Based) About Engage Lynk:Engage Lynk is a leading provider of lead generation and staffing services, dedicated to helping businesses streamline their hiring process and secure top talent. We specialize in creating valuable engagements and helping our clients meet their staffing goals through strategic lead...
-
Senior Product Specialist
2 weeks ago
Singapore ENGAGE GROUP PTE. LTD. Full time**Senior Product Specialist - Medtech (Global MNC)** **Multinational Medtech specialising in interventional and surgical devices is seeking a motivated and driven Product Specialist to join their organisation.** As a Product Specialist you will have the responsibility to contribute towards the success of the business division, building relationships with...
-
Engage Specialist
1 week ago
Singapore Hays Full timeYour team You'll be working in the FSO Engage Team in Wealth Management Singapore. Our Engage Specialists are responsible for providing comprehensive support with
-
Client Engagement Specialist
2 days ago
Singapore Dow Jones Full timeThe Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of customers. The Client Engagement Specialist is responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Account Executive. To this end the...
-
Client Engagement Specialist
2 days ago
Singapore Dow Jones Full time**Job Summary**: Under general supervision, the Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of Global Risk Insights (GRI) customers in APAC. The Client Engagement Specialist is responsible for retaining the existing contract revenue within existing buying centers and supporting...
-
Engage Specialist
1 week ago
Singapore Hays Full timeSupport Wealth Management Client Advisors and our clients with advice and support. Your team You'll be working in the FSO Engage Team in Wealth Management Singapore. Our Engage Specialists are responsible for providing comprehensive support with
-
Content and Engagement Specialist
10 hours ago
Singapore SALMON THRUST PTE. LTD. Full timeAs a Learning and Development Executive (Content and Engagement Specialist), you will focus on enhancing the quality of training materials, improving learner engagement, and ensuring consistency across all learning sessions. This role is ideal for individuals with a strong design sense, experience with digital tools, and a passion for creating interactive...
-
Medical Device
4 days ago
Singapore ENGAGE GROUP PTE. LTD. Full time**Medical Device - Senior Product Specialist - Critical Care & Surgery** A leading Medical Device organisation is expanding and growing further in the Southeast Asia region. We are confidentially seeking for a capable Product Specialist to be a part of their successful organisation and to be a part of the Regional Office. **The Opportunity** This global...
-
Customer Engagement Specialist
2 weeks ago
Singapore beBeeCustomerService Full timeCustomer Engagement Specialist About the Role We are seeking a Customer Engagement Specialist to provide exceptional customer service and support to our clients. Key Responsibilities To promote our centre programs to potential and existing customers through effective communication and relationship building. Handle phone and email queries...
-
Engage Specialist
1 week ago
Singapore Hays Full timeYour team You'll be working in the FSO Engage Team in Wealth Management Singapore. Our Engage Specialists are responsible for providing comprehensive support with account maintenance and account structure changes to our Clients and Client Advisors in various market teams across regions internationally. Providing an excellent & outstanding client experience...