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Client Service Associate
beBeeRelationshipSingapore, Singapore1 day ago
Job descriptionHolds a Bachelor's degree in Banking, Finance or related discipline Solid understanding of MAS regulatory requirements Minimum 2 years of relevant experience. Fresh graduates welcome Strong interpersonal and communication skills Highly meticulous and detail-oriented, even in high-pressure situations Adaptable, able to manage changing demands with professionalism and discretion Collaborative team player with a proactive and solutions-driven mindset Proficient in Microsoft Office, particularly Excel and PowerPoint Excellent command of English, especially in business and professional communication Proficiency in Mandarin required for managing Mandarin-speaking clients
Seeking a detail-oriented and proactive Assistant Relationship Manager to support our Wealth Management and Fund Management teams.
- Support relationship managers and the fund team in day-to-day operations and client servicing
- Execute client instructions, process transactions and services efficiently
- Handle trade orders, monitor fund movements, prepare account opening documentation and maintain instruction checklists
- Liaise with external stakeholders on trade execution, account maintenance and other client-related activities
- Monitor trade reconciliations and settlement of investment transactions across asset classes
- Contribute to process improvements and operational efficiency initiatives
- Assist in marketing and preparation of new funds, investment outlook materials and related documentation
- Provide secondary support in portfolio monitoring and management
- Engage with partners and counterparties including custodian banks, securities firms, legal advisors, trust administrators and accounting firms
- Manage and maintain proper filing of client and firm documentation
Requirements :
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Client Service Associate • Singapore, Singapore
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