about the company
Established for 85 years, the Client is a leading Investment Bank offering a full suite of banking services to customers worldwide. They believe in grooming their employees to become the best at what they do, and offer internal mobility opportunities.
about the team
The Client Management team’s primary responsibility is relationship management, coordination and management of onboarding of clients globally.
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about the job
- Work closely with Sales and Trading desks to build and ringfence long-term relationships with clients
- Be the Subject Matter Expert with the client onboarding process and regulatory requirements, be it from a AML/KYC, tax or credit perspective
- Carry out process improvement reviews so as to continuously improve client servicing standards
- Facilitate and expedite the process for trades while ensuring risks are minimised
- Participate in new client and product strategy meetings
- Organise weekly pipelines with the necessary stakeholders and management
- Collaborate with internal and external stakeholders to understand requirements for global institutional clients
- Maintain and update client status reports
- Escalate and attend to clients’ queries and/or issues proactively and timely
skills and experience required
- Minimum Diploma in a relevant discipline
- At least 5 years of relevant experience in Client Services, Middle Office, or related functions in either buy-side, Capital Markets or Investment Banking
- Understanding of Financial Markets and products
- Excellent client-servicing skills with a proven track record to service large client relationships
- Strong stakeholder management and presentation skills
- Good communications and interpersonal skills, with the ability to connect with diverse groups
- Proficient in Microsoft Office applications especially Excel and PowerPoint
- Good time management and problem-solving skills
- Possesses attention to detail
- Knowledge in Python and Alteryx will be a plus
If you would like to find out more about this role, please click apply below. Alternatively please contact Lynda Tan at https://www.linkedin.com/in/lynda-tan/
EA: 94C3609 / R1223887
