Job Purpose

The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities:

• Attending to client and prospect inquiries about the branch’s WM proposition and processes
• Providing assistance to the Account Opening/ CDD teams in Singapore and Dubai as well as frontline Relationship Managers and Wealth Advisors seeking to streamline the onboarding experience for clients. This includes helping with: Name Screening & Source of Wealth corroboration, and Periodic CDD Reviews and Updates
• Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updation of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.
• Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.
• Assisting Wealth Adviso...