Client Relations Specialist - Singapur, Singapore - Indosuez Wealth Management

    Indosuez Wealth Management
    Indosuez Wealth Management Singapur, Singapore

    1 month ago

    Default job background
    Permanent Contract $50,000 - $80,000 per year Customer Service / Support
    Description

    Job summary

    As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

    He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.

    He/she masters the bank's operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.

    Key Responsibilities:

  • Ensures the link between the client and the operational departments of the bank.
  • Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks.
  • Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank's Code of Conduct and Procedures.
  • Analysis, development and evaluation activities:

  • Follows the client relationships of the RM
  • Works in full compliance with the bank's code of conduct and within established practices and procedures
  • Organization, management and realization activities:

  • Manages and processes current cases, files and archives, manage the timetables
  • Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
  • Ensures the administrative and IT part of the opening of a client account
  • Ensures the administrative and IT part of the closing of a client account
  • Prepare RM business trips
  • Prepare FA renewals
  • Contact, animation and communication activities:

  • Establish and maintain quality relationships with the clients (both external and internal).
  • Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
  • Prepare client meetings (necessary documents and check list)
  • Receives clients for documents delivery
  • Position location

    Geographical area

    Asia, Singapore

    City

    168 Robinson Road #23-03 Capital Tower Singapore

    Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

  • University degree or equivalent in relevant studies
  • CACS Paper 1 & 2 required
  • Level of minimal experience

    6-10 years

    Experience

    Relevant experience, private banking client servicing experience will be an advantage

    Required skills


    • Good communication and interpersonal skills.

    • Ability to work under stressful, ambiguous and fast pace environment

    • Customer oriented, self-motivated and meticulous

    Technical skills required

    Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications