client services manager(Bugis,5days work)

As part of our business expansion, our client is seeking two proactive, relationship-driven Client Services Managers to strengthen our client portfolio and drive revenue growth. This role is pivotal in ensuring exceptional service delivery and directly contributing to business development.

Key Responsibilities

• Act as the primary liaison for assigned clients, managing service requests, feedback, and escalations
• Collaborate cross-functionally to ensure timely, compliant, and high-quality service delivery
• Promote tailored wealth solutions (structured products, private equity, alternative investments, estate planning)
• Identify opportunities to cross-sell and upsell wealth management products (mutual funds, insurance-linked investments, retirement plans, structured products)
• Drive acquisition of new clients through referrals, networking, and targeted outreach
• Monitor client satisfaction and implement strategies for continuous improvement
• Coordinate with internal teams (operations, compliance, product) to resolve client issues swiftly and accurately
• Support client onboarding, documentation, and regulatory compliance
• Maintain accurate records and uphold service standards aligned with MAS guidelines

Job Requirements

• 3+ years’ experience in client servicing or relationship management within financial services/banking/fintech
• Strong understanding of financial products, regulatory frameworks, and service workflows
• Excellent communication and stakeholder management skills
• Proficiency in CRM platforms and client reporting tools
• Local Diploma or Degree in Finance, Business, or related field

Perks & Benefits

• Competitive Starting Salary – Recognizing your value from day one
• Annual Leave – Generous entitlement to support work-life balance
• Flexible Benefits – Customizable package to suit your lifestyle and personal needs
• Performance Bonus – Rewarding your contributions and achievements
• Professional Development – Ongoing training and career growth opportunities
• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

*We regret that only shortlisted candidates will be notified.

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We wish you all the best in your job search.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562