Head of Client Services, Assistant Relationship Manager at Legacy Wealth Advisors | Torre
Head of Client Services, Assistant Relationship Manager
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Legacy Wealth Advisors

Head of Client Services, Assistant Relationship Manager

Legacy Wealth Advisors
Posted by
Edward Hart
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Full-time

Legal agreement: Employment

Compensation
SGD6k - 7.5k/month
~USD4.67k - 5.84k/month
Negotiable
location_on
Remote (for Singapore residents)
Posted 15 days ago

Responsibilities

Client Servicing: - Provide the highest level of excellence in client servicing. - Respond promptly to client emails and attend to their requests, such as cash flow requirements and preparing corresponding bank instructions. - Manage client communications regarding required documentation for various structures and bank accounts. - Follow up rigorously and route to the relevant parties. - Prepare quarterly client invoices and coordinate submission to banks for payment. - Support client onboarding by preparing KYC summaries, source-of-wealth documentation, and onboarding forms for Compliance review. Portfolio Administration: - Coordinate with Legacy’s investment team to translate the firm's model portfolio allocations into monthly rebalancing requirements for each client, formatted into client-ready trade suggestions. - Monitor client approvals for portfolio changes and prepare trade orders for submission to custodian banks. - Prepare quarterly portfolio reviews for each client, incorporating information provided by the advisory team. Marketing Support: - Prepare presentations and business proposals for prospective clients. - Strictly manage the follow-up process. - Research potential clients, liaise with the Compliance Team for name screening, and prepare a summary for the senior advisory team. - Coordinate marketing events, including invitations, responses, and logistics management. - Prepare general client communications, such as newsletters, and manage email distribution. - Update marketing material and arrange printing as needed. Business Operations: - Prepare invoices for Legacy's own vendor payments for principal approval. - Process and submit business expense claims. - Respond to requests from the Accounts team and prepare relevant financial information. - Maintain accurate client data for all Legacy clients, prospects, and professional contacts. Daily Coordination: - Conduct a brief call with the CEO each morning to align priorities, clarify tasks, and confirm the day's action list. - Lead the daily briefing call. - Own the follow-through of all tasks.
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