Client Account Manager

Roles & Responsibilities

Your role :

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a Client Account Manager (CAM) to :

• support our private bankers known as Client Advisors in our Southeast Asia desks in Singapore to deliver exceptional client service and experience (our assistant private bankers are called CAMs)
• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team :

You’ll be working in our Global Wealth Management business division in Singapore. Our role is to manage, preserve and grow the wealth of our clients in APAC.

Your expertise :

Tell employers what skills you have

Wealth Management

Higher Education

Microsoft Excel

Due Diligence

Tactfulness

Wealth

Private Banking

Cantonese

Adaptability

Attention to Detail

Pressure

Team Player

Regulatory Requirements

Legal Compliance

Financial Services

Japanese