- Outram Central Region (Singapore) Singapore
PERSOL Hiring! Full Time Client Services Associate - Investment Firm (UHNW-HNW) - Up to 8k in Central Region (Singapore), Earn up to SGD 8,000 - Ricebowl
Client Services Associate - Investment Firm (UHNW-HNW) - Up to 8k
PERSOL
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Job Description
Responsibilities
About the role
The Client Services Associate will work closely with internal and external stakeholders, in supporting UHNW Clients in their investments (private equity and liquid securities) and private matters (ie. assisting their family administrative matters, etc). This includes handling sensitive financial information, investment legal documents and subscriptions, KYC refresh, capital call and distribution requests, and also ensuring compliance with regulatory filing, overseeing documentation, preparing reports, placing trade orders, real estate cashflow management, and assisting with ad hoc requests.
Key responsibilities
Be a first point for client's bank accounts, assets, and investments portfolio
Liaise with private banks, financial institutions, legal and tax advisors, portfolio companies, fund administrators, asset managers, and service providers on behalf of clients
Handle banking matters such as account opening, trade placement and execution, liquidity and cash management, asset transfers, and assist with documentation
Assist clients with new investment subscriptions paperwork and the next processes such as remittances and post transaction matters such as the handling of capital call and distribution requests, saving of periodic updates and capital account statements, and assisting with KYC matters
Prepare consolidated Limited Partner (LP) reports (private equity investments) and account statements (public markets investments)
Liaise with portfolio companies for business and fundraising updates for LP reports
Work with external service providers to structure personalised solutions for clients
Assist with clients' ad hoc requests
Prepare and update investment portfolio presentations and service offerings for prospective clients
Assist with SPV investments and administrative matters
About you
A dependable and proactive professional who has experience with the dynamics of supporting UHNW clients and their family assets and portfolio
Prior experience in a similar role supporting UHNW clients in asset and wealth management, family office, and/or in the Private Equity industries is preferred
Strong familiarity with private banking, wealth management, and investment process (private and public markets)
Highly organized, meticulous and attentive to details and to ensure follow-through of task
Familiar and comfortable with portfolio statements and reporting
Good working knowledge of MS office tools, especially Excel
Comfortable in a client-facing role
Self-starter, hardworking and resourceful team player
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.
For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy:
*************
. If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at *************
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
The Client Services Associate will work closely with internal and external stakeholders, in supporting UHNW Clients in their investments (private equity and liquid securities) and private matters (ie. assisting their family administrative matters, etc). This includes handling sensitive financial information, investment legal documents and subscriptions, KYC refresh, capital call and distribution requests, and also ensuring compliance with regulatory filing, overseeing documentation, preparing reports, placing trade orders, real estate cashflow management, and assisting with ad hoc requests.
Key responsibilities
Be a first point for client's bank accounts, assets, and investments portfolio
Liaise with private banks, financial institutions, legal and tax advisors, portfolio companies, fund administrators, asset managers, and service providers on behalf of clients
Handle banking matters such as account opening, trade placement and execution, liquidity and cash management, asset transfers, and assist with documentation
Assist clients with new investment subscriptions paperwork and the next processes such as remittances and post transaction matters such as the handling of capital call and distribution requests, saving of periodic updates and capital account statements, and assisting with KYC matters
Prepare consolidated Limited Partner (LP) reports (private equity investments) and account statements (public markets investments)
Liaise with portfolio companies for business and fundraising updates for LP reports
Work with external service providers to structure personalised solutions for clients
Assist with clients' ad hoc requests
Prepare and update investment portfolio presentations and service offerings for prospective clients
Assist with SPV investments and administrative matters
About you
A dependable and proactive professional who has experience with the dynamics of supporting UHNW clients and their family assets and portfolio
Prior experience in a similar role supporting UHNW clients in asset and wealth management, family office, and/or in the Private Equity industries is preferred
Strong familiarity with private banking, wealth management, and investment process (private and public markets)
Highly organized, meticulous and attentive to details and to ensure follow-through of task
Familiar and comfortable with portfolio statements and reporting
Good working knowledge of MS office tools, especially Excel
Comfortable in a client-facing role
Self-starter, hardworking and resourceful team player
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.
For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy:
*************
. If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at *************
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
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