Associate / Assistant Manager, Client Solutions Office - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Roles & Responsibilities

Job Responsibilities :

• Understand and propose solutions to client’s request, bringing in subject matter experts from internal departments or external parties to assist where necessary
• Main point of contact for clients’ request and attend to clients' inquiries promptly
• Assist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutions
• Facilitate the implementation of new instruments and strategies requested by the client.
• Facilitate cash and securities transfers as well as other account management request from the client
• Prepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)
• Customise and send client reports in accordance to clients’ requirements and timeline
• Handle other client solutions duties and ad-hoc projects as assigned

Job Requirements :

Other Information :

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement on how we may collect, use and disclose your personal information. https : / / www.lionglobalinvestors.com / en / data-protection-policy-statement.html

Please be informed that only shortlisted candidates will be notified.

Tell employers what skills you have

Morningstar

Account Management

Asset Management

Bloomberg

Microsoft Office

Well Organised

Strong Attention To Detail

Good Interpersonal Communication Skills

Client Presentation

Customer Service