Client Services Analyst (Bahasa) private wealth - Bukit Merah
ROBERT WALTERS (SINGAPORE) PTE LTD Bukit Merah
What you'll do:
As a Client Services Analyst, your role will be pivotal in supporting both the Investment Representatives and clients. You will be responsible for liaising with various business units, ensuring compliance with policies and procedures, resolving client queries promptly, managing transactional documentation, and handling administrative tasks efficiently.Your ability to multitask under pressure will be crucial in this fast-paced environment.
- Liaise with various Business Units to ensure client documentation is in compliance with policies and procedures
- Promptly follow up and resolve all client queries
- Take client orders and understand the client’s overall relationship with the bank
- Handle trade booking and settlement
- Resolve settlement and funding issues
- Follow up on margin calls and resolve collateral issues
- Manage transactional documentation such as client suitability and eligibility
- Ensure full awareness of and adherence to internal policies and procedures
- Complete administrative tasks such as travel/hotel bookings, expense claims, mailing of marketing materials
What you bring:
The ideal candidate for the Client Services Analyst role is fluent in English and Bahasa/Malay, holds a university degree with at least 1-2 years of relevant experience in financial services. You possess CACS Paper 1 & 2 along with strong knowledge of Private Banking investment products.Your meticulous attention to detail coupled with your ability to multitask effectively under pressure makes you stand out. You are willing to work outside normal working hours when required and have a keen interest in the private banking industry.
Your excellent communication and interpersonal skills make you a proactive and collaborative team player.
- Fluency in English and at least intermediate level of proficiency in verbal and written Bahasa/Malay
- Degree Holder/University graduate with minimum 1 to 2 years of relevant financial services experience
- Possession of CACS Paper 1 & 2
- Strong knowledge in Private Banking investment products such as FX, Equities, Fixed Income, derivatives
- Detail-oriented and meticulous nature
- Ability to multitask and work under pressure within tight timeframes
- Efficiency in a fast-paced environment
- Willingness to work outside of normal work hours as required
- Proactive and collaborative team player mentality in a dynamic team setup
- Keen interest in private banking industry
What sets this company apart:
Our client is a market leader in the financial services sector, providing a wide range of investment banking, securities, investment management and wealth management services. They are committed to fostering a culture that balances personal lifestyles, perspectives and needs.Their employees are their greatest asset, and they believe in providing a superior foundation for building a professional career - a place for people to learn, achieve and grow.
Do note that we will only be in touch if your application is shortlisted.Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua
ROBERT WALTERS (SINGAPORE) PTE LTDToa Payoh, 7 km from Bukit Merah
What you'll do:
As a Client Services Analyst, your role will be pivotal in supporting both the Investment Representatives and clients. You will be responsible for liaising with various business units, ensuring compliance with policies...
RecruitFirstBukit Merah
RecruitFirst is hiring! We are looking for passionate and energetic talents as a Client Service Administrator to join my client in the Retail Industry !
Job Description
• Providing support to the customer service platform by preparing cost...
CMC MARKETS SINGAPORE PTE. LTD.Bukit Merah
birthday, free breakfast and coffee every day, additional day of leave after each year of service, volunteer opportunities, discounted rates at various retail stores.
CMC are hiring! We have an opportunity for a Client Services Associate to join our team...