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5 Globeleq Jobs
Service Relationship Manager
Globeleq
posted 4d ago
Job Role Insights
Key skills for the job
Job Description
- Client Servicing & Relationship Management:
- Work closely with senior advisors to address the ongoing servicing needs of high-net-worth clients, ensuring their financial goals are met.
- Provide a tailored onboarding experience for new clients, ensuring smooth integration into the wealth management process.
- Organize and manage regular portfolio reviews with investment advisors, ensuring optimal performance and alignment with clients long-term objectives.
- Develop and maintain strong relationships with clients to enhance retention and engagement.
- Achieve client satisfaction targets, including Net Promoter Score (NPS) and other KPIs as set by the organization.
- Generate client referrals through outstanding service and high client satisfaction.
- Collaboration & Team Coordination:
- Collaborate with cross-functional teams (investment advisors, operations, etc.) to ensure effective and seamless client servicing.
- Participate in strategic discussions to enhance the company s service offerings and improve client engagement.
- Share client feedback and insights with relevant teams to drive service enhancements and innovation.
- Experience & Qualifications:
- 1 to 4 years of experience in Wealth Management, Financial Services, or a similar client-facing role.
- Strong understanding of investment products, portfolio management, and wealth management strategies.
- Proven track record of managing multiple client relationships and achieving performance targets.
- Ability to maintain high client satisfaction and achieve Net Promoter Score (NPS) goals.
- Skills & Competencies:
- Excellent communication and interpersonal skills with the ability to build trust and rapport with HNIs.
- Digital-first mindset with the ability to adapt to new technologies and tools in wealth management.
- Strong organizational and time management skills, with the ability to manage competing priorities.
- Problem-solving skills and the ability to address client concerns effectively and professionally.
- Other Requirements:
- Willingness to travel at short notice for client meetings, team activities, or training programs.
- Availability to work from 8:00 AM to 6:00 PM, with Saturday availability (9:00 AM to 12:00 PM).
- Flexibility to relocate based on business needs and performance.
Additional Benefits:
- Opportunity for business travel to our offices in Singapore and UAE as part of client meetings, training, and team-building activities.
- Potential for relocation to international offices based on individual performance and business needs.
Employment Type: Full Time, Permanent
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