Job description:
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Role Description
The Client Services Managerwill play a crucial role in delivering exceptional service to our high-net-worth clients across various global markets. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.
Responsibilities
- Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
- Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
- Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients requirements
- Assist in client on/off boarding pre-checks/processes and all account reviews
- Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
- Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
- Provide secretarial and administrative support
- Handle logistics for business trips and meetings
- Any other job duties which the supervisor may delegate from time to time
Requirements
- Degree from a University in Finance or Business
- Minimum 5 years experience as client services or relationship management within wealth management or private banking
- Minimum 5 experience with investment products, financial planning, and wealth management principles
- Excellent communication and interpersonal skills, with a client-centric approach
- Meticulous and ability to multi-task
- Organised team player with good understanding of financial products and services
Nomura Competencies
- Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
- Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
- Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
- Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
- Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a Risk Culture (Challenge, Escalate and Respect).
