Understand and propose solutions to client's request, bringing in subject matter experts from internal departments or external parties to assist where necessary
Main point of contact for clients' request and attend to clients' inquiries promptly
Assist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutions
Facilitate the implementation of new instruments and strategies requested by the client.
Facilitate cash and securities transfers as well as other account management request from the client
Prepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)
Customise and send client reports in accordance to clients' requirements and timeline
Handle other client solutions duties and ad-hoc projects as assigned
Job Requirements:
A relevant Degree, preferably in finance or accountancy
Proven track record of working within a client focused environment. Experience servicing large insurance institutions or operational background in asset management will be an added advantage
Industry experience relating to the financial markets, asset management or securities services will be advantageous
Knowledge in investments, derivative instruments and deep understanding of operational activities of asset management is mandatory
Proficiency in Microsoft Office, particularly Excel and Powerpoint. Knowledge in VBA / Macro is essential
Proficiency in Bloomberg and Morningstar will be useful
Strong interpersonal and communication skills. Fluency in English is mandatory
Ability to foster and maintain strong interpersonal internal and external relationships
Demonstrate behaviours of being resourceful, organised, and paying attention to details
Fast learner who is self-motivated and resourceful to resolve queries
An excellent team player with a "can do" attitude
Other Information:
Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.
Please refer to our Data Protection Policy Statement on how we may collect, use and disclose your personal information. https://www.lionglobalinvestors.com/en/data-protection-policy-statement.html
Please be informed that only shortlisted candidates will be notified.
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Job Detail
Job Id
JD1609561
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
SG, Singapore
Education
Not mentioned
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Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.