Assistant Manager - Investor Servicing - Wealth Management

Role Overview:

We are looking for a customer-focused professional with experience in client-facing activities within the wealth management, financial services, banking, securities market, Alternative Investment Funds (AIF), or investment distribution sectors.

The candidate will be responsible for managing client relationships, understanding customer investment-related requirements, providing appropriate product and service information, coordinating with internal teams, and ensuring a high level of customer satisfaction.

Key Responsibilities:

- Manage and maintain relationships with existing and prospective clients across wealth management, banking, investment distribution, AIFs, securities markets, or other financial services.

- Understand client financial service requirements and provide relevant information about available products, services, and investment solutions within the scope of the role.

- Handle client queries related to investments, account services, transactions, financial products, and service requests.

- Coordinate with internal teams, including operations, sales, compliance, and investment advisory teams, to ensure timely resolution of client concerns.

- Support client onboarding, documentation, account activation, and other relationship management processes.

- Identify opportunities to deepen existing client relationships and support business growth through client engagement, cross-selling, and up-selling, where applicable.

- Maintain accurate client records, interaction logs, and follow-up activities in the designated CRM or reporting system.

- Ensure compliance with applicable regulatory requirements, internal policies, and customer service standards.

- Proactively follow up with clients to improve engagement, resolve issues, and enhance the overall customer experience.

- Support business development initiatives, client retention activities, and relationship expansion.

- Maintain confidentiality of client information and handle sensitive financial data responsibly.

Required Skills and Qualifications:

- Prior experience in customer-facing or client relationship management activities is mandatory.

- Experience in any of the following sectors is required: Wealth Management, Investment Distribution, Alternative Investment Funds (AIF), Securities Market or Stockbroking, Banking and Financial Services, Investments and Trading, or other relevant financial services organizations.

- Good understanding of financial products, investment services, and client servicing processes.

- Excellent verbal and written communication skills.

- Strong interpersonal, relationship-building, and problem-solving abilities.

- Ability to manage multiple client requests and prioritize tasks effectively.

- Good coordination, follow-up, and stakeholder management skills.

- Proficiency in MS Office and CRM tools.

- Strong customer orientation, attention to detail, and professional conduct.

Preferred Candidate Profile:

- Candidates with experience in relationship management, client servicing, wealth management support, investment distribution, banking operations with client interaction, or securities market-related customer support will be preferred.

- Ability to communicate financial information clearly and professionally.

- A proactive approach to resolving client concerns and maintaining long-term relationships.

- A graduate degree in Finance, Commerce, Business Administration, Economics, or a related discipline is preferred.