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Client Service Officer - Wealth Management

Vacancy details

General information


Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.



Publication date


Position description

Business type

Types of Jobs - Sales / Customer Service

Job title

Client Service Officer - Wealth Management

Contract type

Permanent Contract

Job summary

Support  Relationship  Managers  in  the  day-to-day  management  of  the  client relationship. 

Key Responsibilities:

  • To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:
  • Open accounts, prepare documentation and general instructions;
  • Process credit approvals, investment and deposit transactions;
  • Execute clients’ instructions;
  • Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
  • Ensure that private banking transactions comply with the Bank’s policies and legal requirements;
  • Key contact for clients’ enquires on daily operational basis;
  • Conduct controls-related duties (eg. call-back, etc); and
    Assume any other tasks as assigned.

Position location

Geographical area

Asia, Singapore


168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

CACS Paper 1 & 2 required

Level of minimal experience

6-10 years


Relevant experience, private banking client servicing experience will be an advantage

Required skills

• Good communication and interpersonal skills.
• Ability to work under stressful, ambiguous and fast pace environment
• Customer oriented, self-motivated and meticulous

Technical skills required

Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications