Key Responsibilities:
- Support Investment Representatives to drive AUM and revenue numbers as well as cultivate and manage ultra-high new worth client relationship
- Understand client requirements and assist Investment Representatives in daily maintenance of account relationships
- Responsible for clients’ daily trading of equities, fixed income, foreign exchange, derivatives, structured notes, alternative investments and other core banking products
- Facilitate the onboarding process of new and existing clients to bank, including account opening / closure / update with client to ensure completion of documentation requirements
- Monitor the team’s portfolio under management, resolving daily client issues and ensuring that client requests are met promptly
- Liaise closely across various divisions within the bank (compliance, operations, risk, legal, etc.) to ensure timely resolution of clients enquires
- Enhanced familiarity with core banking/trading systems as well as understanding of the Private Wealth Management business
- Liaising with various Business Units to ensure client documentation is complying with policies and procedures.
- Understanding of all desk administration and ability to manage the meetings and travel arrangements of Investment Representatives
The successful Client Operations Manager will need to have the ability to work effectively and cooperatively with senior business development teams and other internal stakeholders as well as communicate effectively with intermediaries when the need arises.
Key Requirements:
- Undergraduate degree, preferably in business administration, finance or marketing disciplines
- A minimum of 3 to 5 years of experience in a Banking environment, specialising in client servicing
- Ability to work independently as well as in a team environment with a strong client focus
This global bank reputed to be the best in the industry, needs no introduction and is a recognised leader in their field of expertise. The culture is demanding but if you are confident and have a can-do attitude, the potential rewards are significant. The firm is very dedicated to developing and training their people to the highest standards.
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Client Operations Manager job.
Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua
