Client Services Specialist (1-Year Contract)

Job Purpose

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

• 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, updation of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.
• Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.
• 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
• 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. vulnerabilty assessments, client instructions, credit review documentation, etc.
• Collaborating with other departments in the SG branch and the Head office in order to farther achievement of branch goals whilst promoting SG WM goals

Requirements

• At least 5-7 years in the private bank or wealth management unit
• Min a Diploma/Bachelor’s degree. Diploma in Wealth Management is desirable
• Certification in CACS Paper 1 & 2
• Well versed with the regulatory regime (local & global)
• Self-motivated individual, proactiveness, strong team player, and able to meet tight deadlines and multi-task
• Meticulous with a strong attention to detail
• Able to start work immediately

*Note that salary will be commensurate with relevant years of experience.