Senior Associate, Client Services

Senior Associate, Client Services

The Senior Associate, Client Services will play a critical role in managing and deepening relationships with family office and ultra-high net worth clients for the Wealth team. This individual will work closely with Family Office Advisors and other cross-functional teams, taking ownership of complex client management tasks, leading on data management and research initiatives, and ensuring the effective use of internal systems and platforms.

Responsibilities

• Lead and oversee client management activities, ensuring a high standard of service and proactive relationship development for family office and UHNW clients.
• Direct support to Family Office Advisors in both administrative and strategic aspects of client relationship management.
• Handle complex client communications and instructions independently, resolving issues promptly and professionally.
• Drive the preparation and review of tailored client proposals, presentations, and investment recommendations.
• Collaborate closely with Investment and Operations teams for seamless execution and reconciliation of client portfolio transactions.
• Help in preparation of client related presentations.
• Liaising with banks/ trustees for admin and account related matters.
• Assistance during client meetings/visits.
• Uphold the highest standards of integrity and confidentiality in all client and company matters.
• Utilise Bloomberg terminal and other financial platforms to extract, analyse, and interpret market data and investment opportunities for equities, fixed income, and other asset classes.
• Apply basic Python programming skills to automate data extraction, analyse large datasets, and generate custom reports or dashboards, particularly for stocks/bonds analysis and portfolio monitoring. (Good to have)
• Possess intermediate to advanced excel based skills to help in analysis and reporting.
• Stay abreast of industry trends, market updates, and new technology solutions relevant to the family office/MFO space.
• Flexible and willing to travel at short notice for work-related assignments.

Requirements

• Bachelor's or Master's degree, preferably in Finance, Economics, or a related discipline.
• 3–6 years of experience in wealth management, family office, private banking, or similar financial services roles.
• Proven experience managing client relationships with UHNW or family office clients.
• Demonstrated leadership or mentorship capability within a client-facing team.
• Advanced skills in Microsoft Office Suite, especially Excel and PowerPoint.
• Strong data management, research, and analytical skills; able to extract, interpret, and present data-driven insights for clients and internal stakeholders.
• Strong interpersonal, verbal, and written communication skills.
• High degree of professionalism, integrity, and discretion.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Highly motivated individual with a strong desire to learn, take on new challenges, and continuously upgrade personal and professional skills.
• Proficiency with Bloomberg Terminal (or similar financial data platforms), including the ability to extract and analyse financial and market data.
• Working knowledge of Python for basic data analysis, automation, and intermediate to advanced excel skills for report generation. (Good to have)

About Golden Equator Wealth

Golden Equator Wealth (GEW) is a multi-family office that provides UHNW families and individuals with comprehensive wealth and legacy preservation solutions. Our holistic and independent approach recognises that passing down a legacy goes beyond financial wealth management to include an effective wealth transfer; preparing the next generation to take over; and passing on the family values to future generations. GEW is licensed by the Monetary Authority of Singapore.

GEW is a subsidiary of Golden Equator Group. Our pioneering and inclusive ecosystem of businesses within the pillars of Capital and Finance spark innovation, knowledge sharing and collaboration to unlock immense value for our stakeholders and the communities we serve.

For more information, please visit: www.goldenequatorwealth.com/

We regret that only shortlisted candidates will be notified.