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Open nowPosted 13 days ago

Client Services Specialist (1-Year Contract)

MyCareersFuture94,028 open roles

Pay
SGD 5,000 – SGD 6,500 a month
Where
Central, Singapore
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Your applicationOpen nowClient Services Specialist (1-Year Contract)MyCareersFuture · Central, Singapore

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  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 13 days ago

The posting

Job Purpose

The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities:

  • Assisting Wealth Advisors with taking client orders for new Investments & Lending transactions, managing the suitability and other pre-sale risk & compliance checks, post trade updates to clients and other stakeholders in Dubai
  • Attending to client and prospect inquiries about the branch’s WM proposition and processes
  • Providing assistance to the Account Opening/ CDD teams in Singapore and Dubai as well as frontline Relationship Managers and Wealth Advisors seeking to streamline the onboarding experience for clients. This includes helping with Name Screening & Source of Wealth corroboration, and Periodic CDD Reviews and updates
  • Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updating of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.
  • Monitoring clients’ deposit and loan maturities, roll overs, repayments, etc.
  • Assisting Wealth Advisors to prepare for portfolio reviews with clients
  • Assisting in the management of various regulatory & control aspects of the WM business e.g., vulnerability assessments, client instructions, credit review documentation ,etc.
  • Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.
  • Collaborating with other departments in the SIN branch and the Head Office in order to farther achievement of branch goals whilst promoting SIN WM goals.

Requirements

  • At least 2-3 years of working experience in the private banking or wealth management unit
  • Well versed with the regulatory regime (local & global)
  • Self-motivated individual, proactive, strong team player, able to meet tight deadlines and ability to multitask
  • Meticulous with strong attention to details
  • Minimum Diploma / Bachelor’s degree (Diploma in Wealth Management is desirable)
  • Certification in CACS Paper 1 and 2
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