Associate, Client Services Manager

Job Title:                     Client Services Manager

Corporate Title:           Associate

Division:                      International Wealth Management

Location:                     Singapore / Hong Kong

SFID:                           14253

Licensed Role:            Yes

 

Nomura Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. 

  

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com  

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

 

Role Description

The Client Services Manager will play a crucial role in delivering exceptional service to our high-net-worth clients across various global markets. This position requires a deep understanding of wealth management products and services, along with strong interpersonal skills to foster and maintain client relationships.

 

Responsibilities

• Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
• Respond to client inquiries on account documentation, account activity, statement information, securities transfers, general private banking product and/or service information
• Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients’ requirements
• Assist in client on/off boarding pre-checks/processes and all account reviews
• Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
• Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
• Provide secretarial and administrative support
• Handle logistics for business trips and meetings
• Any other job duties which the supervisor may delegate from time to time

 

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
• Possess Client Advisor Competency Standards (CACS) papers 1 and 2
• Minimum 5 experience with investment products, financial planning, and wealth management principles
• 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

Nomura Competencies

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. 

• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. 
• Inspire Entrepreneurs