Singapore 
Wealth Management 
Contract or Temporary Our client is seeking a Private Wealth Client Services Manager to join their team in Singapore on an initial 12-month contract with high chance of temp to perm conversion.
As a Client Service Manager, you will play a key role in supporting Private Client Advisers and delivering a seamless client experience. This position involves a broad range of responsibilities, including managing client enquiries, coordinating documentation, and assisting with trade execution and account maintenance. You will liaise with internal teams to ensure compliance with policies and procedures, resolve operational issues promptly, and contribute to the smooth running of day-to-day client activities. The role requires strong attention to detail, excellent communication skills, and a commitment to high service standards within a fast-paced, client-focused environment.
The ideal candidate will have 1-3 years’ experience in Wealth Management or Broking and ideally with client services experience and CACS Paper 1 and 2.
Key responsibilities include:
- Liaise with internal teams to ensure client documentation is complete and compliant with policies
- Manage client queries, process client orders, and support the overall client relationship
- Assist with trade bookings, settlements, margin calls, and funding issue resolution
- Prepare and review transactional documents such as client suitability and eligibility forms
- Ensure adherence to internal policies and procedures across all tasks
- Support administrative tasks including travel bookings, expense claims, and distribution of materials
Key Skills/Knowledge:
- Fluent in English, with strong proficiency in both verbal and written Mandarin (required for business needs)
- Solid understanding of private banking investment products (e.g. FX, equities, fixed income, derivatives)
- High attention to detail and accuracy in execution
- Strong multitasking skills with the ability to perform under pressure and tight deadlines
- Effective in fast-paced environments with shifting priorities
- Proactive, collaborative team player with a positive and adaptable attitude
- Excellent communication and interpersonal skills
- Willingness to work outside standard business hours when necessary
- Genuine interest in the private banking industry
Qualifications:
- Desirable tertiary qualification in Finance, Business or Economics.
- 2-4 years relevant working experience in the financial services industry
- Certified in CACS Paper 1 & 2
- Experience within wealth management or financial planning highly desirable, preferably in relation to frontline client servicing.
The ideal candidate will have around 2-4 years of experience in a Wealth Management or Broking and ideally with client services experience.
This role will pay approximately $5k – 5.5 K SGD p/month plus paid leave
EA Licence: 15S7735