You will be working with the team of Account & Market Activation Specialists in Singapore with an assigned client base. You will oversee and coordinate your client’s account and market activation activities, assist in day-to-day queries in relation to the products, services, and global markets, and adhere to service level agreements in a highly regulated environment. You will also be involved in key strategic initiatives, change management, process reviews and other regulatory changes. Responsibilities include but not limited to:
- Take full responsibility for a client base and act as the link between the client/Relationship Manager (RM) and the various operational areas of the firm.
- Act as the lead point of contact on behalf of Client Activation when working directly with clients to execute on their account and market initiatives e.g., asset conversions, mergers/acquisitions, name/address changes, and new fund launches.
- Maintain awareness of ongoing global projects with the potential to impact the group, engage in those with a potential to impact our role and use that knowledge in co-ordinating and leading business change.
- Interpret client instructions and assist in the completion of necessary documentation to ensure that the static data is accurately set up on all proprietary systems.
- Conduct in-depth regular reviews of all outstanding items ensuring activities are completed in accordance with service level agreements.
- Build and maintain excellent client relationships to provide a best-in-class client experience and help grow the department and client business.
- Develop a full understanding of an individual client’s structure and requirements to ensure a tailored service when engaging with clients around their account and market setups.
- Use and expand knowledge of the products, services and global markets offered to our clients to simplify the understanding and setup process for our clients.
Job Qualifications
- Degree in Banking or equivalent with 2 – 3 years of experience in financial services and financial product knowledge.
- Risk mindset with experience of enhancing controls within the processes.
- Knowledge and understanding of the requirement for end-to-end account opening.
- Proven organisation and prioritisation skills and ability to manage self to meet tight deadlines.
- Effective decision making, especially in situations of ambiguity, complexity and/or urgency.
- Ability to understand complexities in a transaction.
- Able to work independently with minimal supervision.
We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with [email protected] | Personnel Reg No.: R1105160 | EA License: 02C3423
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