Client Advisor Associate (Associate/Senior Associate)
- Location: Singapore / Hong Kong / Dubai
- Job Type: Full-time
- Posting Date: 13 July, 2023
Job Responsibilities
- Provide administrative and client service support to Client Advisors servicing UHNW and HNW clients
- Respond to all clients enquiries and instructions and provide resolution to most issues and requests
- Monitor transactions and activities in client accounts
- Maintain client data and reports such as: contact lists, account numbers, facilities details, status of credit reviews/renewals etc
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Ensure adherence to internal and external regulations and policies at all times
Requirements
- Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor’s degree or diploma from reputable institutions
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- Meticulous, strong attention to details
- Posses future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
- Preferably with CACS (Singapore) or Type 1,4,9 licenses (Hong Kong)
Apply now and join us on our exciting journey! For interested applicants, please submit your resume to Amanda.Wong@wrise.com