Client Analyst - Investment Firm

1 day left

Location
Singapore
Salary
Competitive
Posted
14 Dec 2018
Closes
18 Dec 2018
Ref
5001547
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:
  • 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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