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Client Account Manager

3-5 Years
SGD 5,000 - 10,000 per month
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  • Posted 6 days ago
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Job Description

Your role :

Are you a people person Do you know how to stay calm under pressure We are looking for someone who can:

. support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC

. keep accurate, up-to-date client documentation to meet regulatory requirements

. carry out daily transaction processing and complex troubleshooting

. keep in contact with internal and external clients

. comply with all regulations, policies and standards, contributing to an effective risk culture

. assist and work together with Client Advisors to support our clients and prospects

Your team :

You will be an employee of Wealth Management and will support client advisors who deliver solutions to our WM clients. The WM Team will be responsible for prospecting, building long-standing, cross divisional relationships and delivering products, services and advice to the clients domiciled Asia.

Your expertise :

. a thorough understanding of WM processes and tools

. 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

. experience with structured lending documentation, covenants and other legal terms would be advantageous

. experience in dealing with complex client relationships including UHNW

. business level fluency in English and Mandarin, or any other Asian language which would be advantageous in serving our clients

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Job ID: 144937005