About Select Investors:
Select Investors aims to be the most respected and trusted Wealth Management Practice in Singapore, providing first-class holistic tax, wealth and succession advice by engaging, inspiring and delighting our clients.
Select Investors is a division with St. James’s Place Wealth Management.
About St. James’s Place Wealth Management
- An award-winning, FTSE 100 company founded in 1991
- Managing SGD250 billion clients’ funds under management
- Managing in excess of 800,000 clients
Description of the role:
This role will see the successful candidate working closely with a Partner, they will be responsible for performing a variety of duties to assist the Partner in delivering outstanding wealth management services to an array of affluent and high-net-worth clients.
Key Responsibilities
- Drafting client letters and client information packs
- Monitoring payments and liaising with UK payments team
- Managing end to end process of client onboarding
- Working with various other internal teams including client services team, business assurance and compliance
- Preparing for client meetings, including compilation of graphs, basic calculations and analysis.
- Processing switch documents
- Updating Salesforce with meeting notes and activities
- Obtaining insurance quotes
- Preparing paperwork for client meetings, including compilation of graphs. basic calculations, analysis and draft commentary
- Managing and coordinating daily tasks, outstanding matters, and reporting requirements
- Communicating with clients via email and maintaining strong customer service
- Supporting Partner with all administrative functions and support as required
Job Requirements
- 5 to 10 years of relevant work experience in financial industry, with basic understanding of investments and fund knowledge
- Excellent attention to detail, with strong planning and organising skills
- Ability to take initiative and work independently
- Good English communication skills – including written and verbal
- A team player with can-do attitude
