Account Manager - Singapore - GLOBAL FINANCIAL CONSULTANTS PTE. LTD.

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.

There will be a PA element to the role including arranging follow ups, general administration and preparing client reports and documentation for meetings. The ideal candidate will therefore need to be meticulous and detail-oriented ensuring that there are no oversights. We are looking for people who are driven and have displayed an active interest in the financial services sector. This will be an opportunity for the right candidate to learn a great deal about the industry and grow and expand quickly.

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

JobResponsibilities:

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 and checking of new business application/paperwork to make sure everything is in order before handing over to compliance for their checking

Email clients outstanding requirements request from providers or forward to Adviser to follow up with client accordingly

Process client new business or top-up to send over to providers for processing

Follow up with providers for a status when required by Advisers via email or phone

Check Advisers calendar daily to make sure there are meeting rooms being booked

Scan in all confirmation/correspondence letters from providers to clients folder

Frequently check incoming emails for Adviser/providers requests or queries

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 industry-related financial para-planner/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 self-motivated

· Responsible individual with a positive mindset

· Dynamic, proficient and result driven personality

· Ability to prioritise and manage own workload without supervision

We regret to inform that only shortlisted candidates will be contacted.