Head of Client Services (Private Wealth)

Head of Client Services (Private Wealth)

Head of Client Services (Private Wealth)

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities

• Oversee the client service units and call centre, to ensure quality service is rendered to front office or other stakeholders.
• Act as a liaison person between front & back office to facilitate Onboarding process as well as the transactions related task. transactions related task.
• Support front office in servicing clients including attending to client’s instructions, requests and enquiries.
• Monitor day-to-day account activities, including opening and closing accounts, processing transactions, and ensure all tasks have been handled within turnaround time.
• Build and maintain strong relationships with stakeholders by understanding their financial needs and goals. This includes regular communication and personalized service.
• Monitor internal SOP and designated duties are carried out diligently and adhere to the P&P, rules and regulations.
• Contact point for front office with regards to any operations and adminstrative activites. Addressing and resolving any issues or concerns front office may have with their accounts or services.
• Support new product / business initiatives.
• Handle complaint on a timely manner and report to the HOD if there is any.
• Any ad-hoc task / project related

Job Requirements

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance

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