AS White Global Client Service Manager

Client Service Manager

AS White Global

Negotiable

Jarak jauh3-5 Tahun KedaluwarsaS1Penuh waktu

Detail Jarak Jauh

Negara terbuka：Filipina

Persyaratan Bahasa：Inggris

Pekerjaan jarak jauh ini terbuka untuk kandidat di negara tertentu. Harap konfirmasi jika Anda ingin melanjutkan meskipun ada potensi pembatasan lokasi

Deskripsi Pekerjaan

Keterangan

THE OPPORTUNITY

Our partner is an Australian boutique financial firm that serves wholesale investors and corporate clients worldwide. They combine long-term, endowment-style investments with personalized service, co-investing alongside clients to maximize returns and build trust. The firm has established partnerships with well-known entities in the Australian and global financial services sectors, offering a more personal and modern solution compared to large banks, brokerages, and investment firms.

The team is growing and currently seeking a Client Service Manager. We are looking for a detail-oriented individual with a strong understanding of financial concepts, particularly within the Financial Planning or Wealth Management sectors.

Key Responsibilities

Onboarding client accounts, statement of advice formatting, posting and preparation, advice implementation and managing client data.
You will be responsible for checking and monitoring assets transfers, placing buys and sells on investment funds, managing withdrawals and contributions.
Communicate effectively and timely with Advisers, Partners, Client Services team members and Corporate staff.
Ensure all client related tasks are completed in accordance within regulation standards.
Liaise with financial institutions to ensure clients’ needs are met.
Establish and maintain datafeeds, client cost base data and account amendments.

Skills, Experience & Qualification

Bachelor’s degree in related field.
At least 4 years of client services experience within the Financial Planning or Wealth management industry.
Experience from Australian banks or financial institution on the same capacity.
Basic to extensive client implementation experience.
Experience working on Investment Platforms.
Excellent client and stakeholder relationship skills.
A genuine team player with the ability to empower other people to learn and develop.
A professional with the desire to build their own team and exceptional client experience.

ASW OFFERS

A diverse, inclusive, and supportive company culture.
Competitive remuneration.
Opportunity to collaborate and work with global clients and stakeholders.
Medical benefits.
Great Paid Leave entitlements.
Team outings, travel opportunities, company parties/events, and other exciting activities.
Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
Industry and role-related training.
Ongoing career opportunities.

Persyaratan

Please refer to job description.

Manajemen Hubungan PelangganSales StrategyKeterampilan NegosiasiKemampuan berkomunikasiPenyelesaian masalahManajemen waktuPerkiraanPembuatan ProspekPresentation SkillsPengetahuan produk