JOB DESCRIPTION
Crossinvest (Asia) is an award-winning Wealth & Asset Manager in Singapore, with almost 40 years of Swiss heritage (https://crossinvest.sg/); and we are looking to hire another full-time Client Accounts Manager to join our Middle Office team in our Singapore office, to work with the Client Relationship Managers in account administrations/operational support for HNW/UHNW international clients.
Job Description:
- Assist and support Senior Client Relationship Managers to manage high-net-worth international client relationships
- Be the primary contact for client-related administrative tasks and duties including trade order placing, FX, loan rollovers, bank documentations, etc
- Liaise with Private Banks on behalf of the clients as well as on behalf of the Senior Client Relationship Managers
- Attend to all client-related queries, transactions and services
- Perform regular bank/account data reconciliations, portfolio rebalancing, placing, monitoring and managing investment orders
- Provide general administrative and operational office support
- Undertake ad-hoc duties and projects as and when assigned
- Support Client Relationship Manager in calendar management of client appointments
Requirements:
- Singapore Citizen or PR only
- At least 2-3 years of relevant experience in the private or affluent retail banking/wealth management or asset management space
- Basic understanding & experience across multiple asset classes
- Proficient in Excel; skilled in Microsoft office apps
- High quality service-oriented mind-set with an eye for detail
- Excellent written and verbal communication skills (in English primarily; additional languages preferred)
- Excellent analytical and interpersonal skills
- Able to work independently as well as be a strong team player
- Quick learner in new portfolio management & trading systems
- Industry qualifications preferred: e.g. CACS Paper 1 & 2; CMFAS Module 3; CFA L1 etc (but not essential)
- This role requires daily on-site office attendances (no regular WFH options)
