Business Functions
The Client Service Manager in Wealth Management Operations is instrumental in supporting the front office to deliver exceptional, personalized service to high-net-worth and bespoke clients. This role serves as a crucial link between clients, relationship managers, and operational teams to ensure seamless client experiences and effective management of complex client needs.
Responsibilities
Client Relationship Support:
- Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
- Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
- Proactively manage ongoing client requests and resolve service issues with a client centric approach.
Bespoke Service Delivery:
- Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
- Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.
Operational Excellence:
- Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
- Monitor and track service delivery metrics, identifying areas for process improvement.
- Ensure all client documentation and records are accurate and up-to-date.
Front Office Support:
- Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions.
- Provide training and guidance to junior team members on client service best practices.
Requirement
- Bachelor's degree in finance, business, or a related field.
- 10+ years of experience in client service or operations within wealth management or private banking.
- Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
- Strong understanding of financial products, investment vehicles, and regulatory frameworks.
- Excellent communication and interpersonal skills, with a client-focused mindset.
- Ability to manage multiple priorities and deliver under pressure.
- High attention to detail and problem-solving abilities.
- Proficiency in CRM and wealth management platforms.
Location:
DBS Asia Hub
Job:
Operations
Schedule:
Regular
Employee Status:
Full time
