Client Services Manager/Assistant Manager

KIMBERLEY CONSULTING PTE. LTD.

Singapore
Not specified; not specified; not specified
**
Strong interpersonal skills with clients
Knowledge of banking and investment products
Proficiency in bloomberg and excel tools
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter