Client Service Associate (Investment Management) | Contract

Location Singapore
Discipline Banking & Finance
Job Reference BBBH109655_1642560307
Salary S$6000 - S$7000 per month
Consultant Name Cabria Jireli Gem Mejia
Consultant Email gem.cabria@manpower.com.sg
Consultant Contact No. 62328815
EA License No. 02C3423
Consultant Registration No. R1434374


Description:

  • Driving the delivery of premium client service to Intermediary clients and Intermediary sales teams in APAC region
  • Collaborate closely with different teams / offices for smooth new clients/accounts onboarding, change management, client review and monitoring, transaction monitoring and client record update
  • Deliver regular client servicing and reporting, conduct AML/KYC checks, answer client enquiries
  • Review client documents from client services/operation prospective to ensure client accounts set up and operate smoothly
  • Answer enquiries from sales team promptly, assist in the coordination and delivery of marketing materials and information needed for sales process and regular due diligence process on fund manager and funds.
  • Effective use of systems and applications to ensure client communication is captured and tracked and client record is stored and up to date
  • Handle client enquiries and complaints timely and professionally, and promptly escalate potential issues and risks
  • Contribute to internal projects from client services and sales prospective
  • Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving good quality results
  • Foster a sense of teamwork, assisting others when needed / required
  • Ensure adheres to established corporate policies/ procedures/ internal controls and regulations, and promptly escalate potential risks


Qualifications

  • Bachelor's degree holder with major in Business, Marketing or Finance related
  • At least 2-3 years of work experience in Client Servicing role within Investment Management/ Asset Management industry
  • Client services experience with wholesales/ intermediary business focus a must
  • Detail-oriented, a quick learner and take initiatives to learn
  • Hands on experience in AML/KYC process and mutual fund operations
  • Excellent skills in Microsoft office: Word, excel, power point and any experience in Salesforce, Bloomberg Terminal and Morningstar would be good to have
  • Basic knowledge on different types of investment strategies / products


Interested candidates may send in their resume and cover letter directly to gem.cabria@manpower.com.sg (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374

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