Analyst, Client Services Officer

The Client Services Officer will play a crucial role in delivering exceptional service to high-net-worth clients across various global markets, providing fundamental support in all aspects of client service, client relationship building and account maintenance. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.

Requirements

• Degree from a University in Finance or Business
• Minimum 5 years’ experience as client services or relationship management within wealth management or private banking
• Minimum 5 experience with investment products, financial planning, and wealth management principles
• Possess Client Advisor Competency Standards (CACS) papers 1 and 2
• Excellent communication and interpersonal skills, with a client-centric approach
• Meticulous and ability to multi-task
• Organised team player with good understanding of financial products and services