Client Services Executive, Wealth Management (Contractor) Client Services Executive, Wealth Management  …

Schroders Investment Management
in Singapore
Permanent, Full time
Last application, 07 May 21
Competitive
Schroders Investment Management
in Singapore
Permanent, Full time
Last application, 07 May 21
Competitive
Schroders Investment Management
Client Services Executive, Wealth Management (Contractor)
Overview of role / Principal Responsibilities

To assist the Relationship Manager with administrative duties.

Key responsibilities
  • Support the team (as above) in the development and maintenance of spreadsheets, preparation of reporting and meeting materials and maintain key product and team statistics;
  • Oversee the account set-up process
  • Interaction with administrative / operational units within Schroders Wealth Management (based in Zurich, London and the Channel Islands) or its custodians and assist with the management of the service to ensure seamless client relationship management;
  • Assist team members at quarter-end to complete and send out client reports and prepare client presentations;
  • Ensure the proper operation of clients' portfolios and accounts in line with SFC regulations and the Schroders Wealth Management business rules and regulations;
  • Deal with administrative enquiries or problems from clients, intermediaries, solicitors, trustees and accountants etc., liaising where necessary with appropriate departments in Schroders Wealth Management or with the appropriate 3rd party and taking responsibility for ensuring timely client response and satisfaction;
  • Check bargains, monitor outstanding deals and report / monitor errors;
  • Create cash transfer requests ensuring compliance with Schroders Wealth Management regulations re fax/email indemnity and mandated information. Liaise with the portfolio managers to ensure sufficient cash on account to meet client requirements;
  • Ensure that all relevant senior staff are fully aware of issues and developments concerning their clients, in particular relaying any problems, errors or queries immediately and seeking guidance;
  • Arranging internal and external meetings, and liaising with clients and intermediaries as necessary; and
  • Filing, in conjunction with Hong Kong filing procedures

Essential Skills
  • Strong in details and numeric
  • Professional, organised, motivated, strong interpersonal and verbal/written communication skills
  • Good level of written and spoken English and Mandarin, the latter for the need to assist Chinese clients

Desirable Skills
  • Experience in settlement and operational support functions;
  • Good familiarity with the in-house systems necessary to fulfil the above functions;
  • Accurate word processing skills;
  • Confident in dealing with people at all levels.
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