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Client Service Officer - Wealth Management M/F Job Opening In Singapore, Singapore – Now Hiring Indosuez Wealth Management


Job description

Description du poste

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).

His team works with a specific Wealth Management Zone.

The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

He/she holds a key relationship position and contributes to the quality of the Bank's image.

He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.

He/she masters the banks operations, its organisation and specificities.

He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.

Key Responsibilities:

  • Ensures the link between the client and the operational departments of the bank.
  • Support the RM in his own mission, by executing the day-to-day business and more occasional activities.

    He helps him with the administrative tasks.
  • Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Banks Code of Conduct and Procedures.
  • Analysis, development and evaluation activities:

  • Follows the client relationships of the RM
  • Works in full compliance with the banks code of conduct and within established practices and procedures
  • Organization, management and realization activities:

  • Manages and processes current cases, files and archives, manage the timetables
  • Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
  • Ensures the administrative and IT part of the opening of a client account
  • Ensures the administrative and IT part of the closing of a client account
  • Prepare RM business trips
  • Prepare FA renewals
  • Contact, animation and communication activities:

  • Establish and maintain quality relationships with the clients (both external and internal).
  • Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
  • Prepare client meetings (necessary documents and check list)
  • Receives clients for documents delivery
  • Required Skill Profession

    Financial Specialists


    • Job Details

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    Unlock Your Client Service Potential: Insight & Career Growth Guide


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    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Client Service in Singapore, Singapore, highlighting market share and opportunities for professionals in Client Service roles.

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Indosuez Wealth Management adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Singapore laws and regulations

    What Is the Average Salary Range for Client Service Officer Wealth Management M/F Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Client Service Officer Wealth Management M/F?

    Key qualifications for Client Service Officer Wealth Management M/F typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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    Indosuez Wealth Management interview tips for Client Service Officer   Wealth Management M/F

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    Other Openings

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    Final Thought:

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