Client Account Manager

Your role :

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a Client Account Manager (CAM) to:

• support our private bankers known as Client Advisors in our Southeast Asia desks in Singapore to deliver exceptional client service and experience (our assistant private bankers are called CAMs)

• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.

• assist with account opening, onboarding, due diligence and monitoring activities

• support with documentation for client meetings, investment proposals and the like

• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team :

You’ll be working in our Global Wealth Management business division in Singapore. Our role is to manage, preserve and grow the wealth of our clients in APAC.

Your expertise :

• at least 3 years experience as a private banker or relationship manager assistant, with valid CACS Papers 1 and 2 to be licensed for the role

• financial services experience, ideally within a client facing team

• unyielding attention to detail, even when under pressure

• team player that remains calm while managing conflicting priorities

• works with absolute discretion, tactfulness and adaptability to changing demands

• additional languages including Mandarin, Cantonese and Japanese are advantageous to serve our clients in the region

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