Job opening - Assistant Client Advisor - AVP in Singapore | Randstad

summary

singapore
S$5,000 - S$9,000 per month
permanent
full-time

job category
banking

job details

about the job

...

UHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.
Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.
Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investment and financial planning portfolios.
Administrative Excellence: Handle all administrative duties and maintain precise client data, reports, and records with high efficiency.
Compliance & Conduct: Ensure all activities strictly adhere to regulatory frameworks and internal company policies. Uphold the firm's reputation and values when engaging with external partners and forums.
Cross-Functional Coordination: Collaborate with internal departments and external business partners to ensure seamless client resolution and service integration.

skills and experience required

Experience servicing UHNW clients within Private Banking/Wealth Management.
CACS 1 & 2 is preferred
Demonstrated interest in financial, global, and capital markets.
Bachelor's degree is required

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354)

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about the job

UHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.
Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.
Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investment and financial planning portfolios.
Administrative Excellence: Handle all administrative duties and maintain precise client data, reports, and records with high efficiency.
Compliance & Conduct: Ensure all activities strictly adhere to regulatory frameworks and internal company policies. Uphold the firm's reputation and values when engaging with external partners and forums.
Cross-Functional Coordination: Collaborate with internal departments and external business partners to ensure seamless client resolution and service integration.

skills and experience required ...

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skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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