Engage Specialist

1 week ago

Singapore Hays Full time

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

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