Client Service Specialist (Private Wealth)

Location: Singapore; onsite

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Support Relationship Managers with day-to-day service for UHNW clients, families, and related entities.
• Prepare client meeting materials, valuation reports, portfolio information, account documentation, communications, and follow-up actions.
• Monitor order execution, settlement activity, funding instructions, transaction records, and portfolio administration.
• Coordinate cash transfers, payment instructions, foreign exchange transactions, liquidity requirements, and deposit or loan maturities.
• Support onboarding, KYC reviews, AML checks, ongoing due diligence, documentation controls, and escalation of unusual activity.
• Assist with portfolio reporting and investment-related administration while developing broader Assistant Relationship Manager capabilities.

Requirements

• At least 3 years of experience in Premier Banking, Priority Banking, Personal Banking, wealth management support, or a related financial services environment.
• Bachelor's degree, diploma, or relevant professional qualification preferred.
• Strong client service, stakeholder management, communication, organisational, and attention-to-detail skills.
• Interest in investments, wealth management, and financial markets.
• Strong English communication skills and mandatory Mandarin proficiency.
• Experience with client onboarding, KYC, AML, payments, investment administration, or client servicing is advantageous.

Nice to have

• Cantonese or other language capabilities.
• CACS, IBF, or equivalent financial services qualifications.

Culture & Benefits

• Long-term career development in Private Wealth and Family Office client coverage.
• Exposure to UHNW and Family Office relationships, private wealth advisory, investment products, and relationship management.
• Opportunity to broaden responsibilities toward Assistant Relationship Manager work as knowledge and experience develop.
• Collaborative and entrepreneurial working culture focused on high-quality client outcomes.

Hiring process

• The listed process includes an application stage.