Partner Support Manager - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Roles & Responsibilities

Description of the role :

This role will see the successful candidate working closely with a Partner, they will be responsible for performing a variety of duties to assist the Partner in delivering outstanding wealth management services to an array of affluent and high-net-worth clients.

Key Responsibilities

• Drafting client letters and client information packs
• Monitoring payments and liaising with UK payments team
• Managing end to end process of client onboarding
• Working with various other internal teams including client services team, business assurance and compliance
• Preparing for client meetings, including compilation of graphs, basic calculations and analysis.
• Processing switch documents
• Updating Salesforce with meeting notes and activities
• Obtaining insurance quotes
• Preparing paperwork for client meetings, including compilation of graphs. basic calculations, analysis and draft commentary
• Managing and coordinating daily tasks, outstanding matters, and reporting requirements
• Communicating with clients via email and maintaining strong customer service
• Supporting Partner with all administrative functions and support as required

Tell employers what skills you have

Microsoft PowerPoint

Troubleshooting

Microsoft Excel

Customer Experience

Wealth Management Services

Customer Support

Interpersonal Skills

Assurance

Compliance

Project Management

Warranty

Communication Skills

Customer Service

Human Capital

Technical Support