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KIMBERLEY CONSULTING PTE. LTD. is seeking a Client Services Manager/Assistant Manager to provide exceptional service to high-net-worth clients in the wealth management sector. The role involves managing client relationships, executing transactions, and ensuring compliance with regulatory standards.
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Job Summary
The incumbent will serve as the central point for providing gold-standard service to a dedicated group of high net worth investors.
Responsibilities include executing trade orders, preparing investment reviews, and managing the operation of in-house funds.
The role requires partnering with business support teams and third-party providers to ensure smooth transaction processing and compliance.
Matching Summary
Match Score: 75
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KIMBERLEY CONSULTING PTE. LTD. is seeking a Client Services Manager/Assistant Manager to provide exceptional service to high-net-worth clients in the wealth management sector. The role involves managing client relationships, executing transactions, and ensuring compliance with regulatory standards.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong interpersonal skills with clients
Knowledge of banking and investment products
Proficiency in Bloomberg and Excel tools
Ability to execute trade orders accurately
Understanding of MAS regulatory requirements
Nice-to-have
VBA programming knowledge preferred
Initiative and independent work style
Experience with UHNW/HNW client groups
Relevant banking or finance qualifications
Key Requirements
MAS M3 & M5 qualification within 6 months
Sound knowledge of mutual funds and equities
Strong analytical and English communication skills