Client Services Manager - Singapore - GLOBAL FINANCIAL CONSULTANTS PTE. LTD.

GLOBAL FINANCIAL CONSULTANTS PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Global Financial Consultants (GFC) is one of Singapore's most venerable and longest established wealth management and financial advisory businesses.

Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients' financial future whilst guiding them on the path to achieve their personal financial goals and objectives.

Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Due to our consistent expansion of business, we are keen to hire a new Client Services Manager to join our team.

This is mainly an administrative role that will require a proficient and enthusiastic individual.

You will be working alongside our Financial Advisors to provide support in the day-to-day tasks of Financial Planning and to liaise with clients.

In return, we can offer you unparalleled career path potential, valuable training and experience in the world of financial services in a lively professional working environment.

Why GFC?:

Training & Support Provided
We ensure that you're given opportunities to succeed
Career Advancement Opportunities
Quarterly Team-Building Initiatives
Close-Knit Environment
Opportunity to work with a diverse team

Job Responsibilities**:

Preparing client review pack and providers documents and others
Preparing new business sign up pack
Preparing statement of advice for existing clients / prospects
Preparing Pension sign up pack
Book review meeting for existing clients
Process client new business or topup to send over to providers for processing
Check Advisers calendar daily to make sure there are meeting rooms being booked
Scan in all confirmation/correspondence letters from providers to clients folder
Chase providers for new business on the pipeline for the respective Advisers you are working for
Submission of monthly spreadsheets to ensure maintainance of client details/status in CRM system
Any other general administrative work and other various ad hoc duties

Job Requirements:

2+ years of industryrelated financial paraplanner/client services manager experience preferred
Proficient in English both verbal and written
Preferred to have CMFAS papers done
Comfortable with speaking to clients
IT Savvy
Detailed and meticulous
Good time management
Excellent communication and interpersonal management skills
Independent and selfmotivated
Responsible individual with a positive mindset
Dynamic, proficient and result driven personality
Ability to prioritise and manage own workload without supervision