As part of our business expansion, our client is seeking two proactive, relationship-driven Client Servicing Managers to strengthen our client portfolio and drive revenue growth. This role is pivotal in ensuring exceptional service delivery and directly contributing to business development.

Key Responsibilities

Act as the primary liaison for assigned clients, managing service requests, feedback, and escalations

Collaborate cross-functionally to ensure timely, compliant, and high-quality service delivery

Promote tailored wealth solutions (structured products, private equity, alternative investments, estate planning)

Identify opportunities to cross-sell and upsell wealth management products (mutual funds, insurance-linked investments, retirement plans, structured products)

Drive acquisition of new clients through referrals, networking, and targeted outreach

Monitor client satisfaction and implement strategies for continuous improvement

Coordinate with internal teams (operations, compliance, product) to resolve client issues swiftly and accurately

Support client onboarding, documentation, and regulatory compliance

Maintain accurate records and uphold service standards aligned with MAS guidelines

Job Requirements

3+ years’ experience in client servicing or relationship management within financial services/banking/fintech

Strong understanding of financial products, regulatory frameworks, and service workflows

Excellent communication and stakeholder management skills

Proficiency in CRM platforms and client reporting tools

Local Diploma or Degree in Finance, Business, or related field

Perks & Benefits

• Competitive Starting Salary – Recognising your value from day one

• Annual Leave – Generous entitlement to support work-life balance

• Flexible Benefits – Customisable package to suit your lifestyle and personal needs

• Performance Bonus – Rewarding your contributions and achievements

• Professional Development – Ongoing training and career growth opportunities

• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

**We regret that only shortlisted candidates will be notified.

Your Profile will be kept in our database for more career opportunities.

We wish you all the best in your job search.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562