Client Analyst - Investment Firm
- Recruiter
- Morgan Mckinley Singapore
- Location
- Singapore
- Salary
- Competitive
- Posted
- 14 Dec 2018
- Closes
- 19 Dec 2018
- Ref
- 5001547
- Sector
- Accounting - Public practice
- Contract type
- Permanent
- Hours
- Full time
ABOUT OUR CLIENTS
Our client is a private investment firm that serves some of the world's most influential families and organizations. They provide financial advisory and family office services. They also manage direct investments with a focus on technology growth equity, venture capital, middle market buyout and real estate.
MAIN RESPONSIBILITIES:
QUALIFICATIONS:
Our client is a private investment firm that serves some of the world's most influential families and organizations. They provide financial advisory and family office services. They also manage direct investments with a focus on technology growth equity, venture capital, middle market buyout and real estate.
MAIN RESPONSIBILITIES:
- Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers or Associate Client Analysts on certain large client relationships.
- Serve as a point of contact for day-to-day client service needs.
- Develop a thorough understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
- Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.
- Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants.
- Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions and philanthropic initiatives.
- Execute and manage the new client on-boarding process and account transfers.
- Perform investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
- Help maintain partnerships with other internal teams on client service processes and workflow.
- Be an engaged culture carrier and participate in firm-wide initiatives.
- Promote and ensure respect for client privacy and confidentiality in all matters.
QUALIFICATIONS:
- Bachelor's degree and a minimum of 2 years of relevant industry experience (family office, wealth management or other experience working with high net worth families is preferred).
- Excellent interpersonal and communication skills, enthusiasm and a strong aptitude for learning.
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
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