Client Service Manager

About GloryHouse

GloryHouse Wealth Management is an independent multi-family office, partnering with a select group of families, entrepreneurs, and global investors to build, preserve, and transition wealth across generations.

We provide institutional-grade advice across public and private markets, with a strong focus on long-term portfolio construction, family governance, and next-generation readiness.

The Role

We are looking for a Client Service Manager to join our growing team. This is a hands-on individual contributor role, working closely with senior Financial Advisors and mentored by experienced industry professionals with over 15 years in wealth management.

You will play a critical role in delivering a seamless, high-touch client experience — supporting portfolio management, coordinating operations, and acting as a trusted point of contact for our clients.

Key Responsibilities

• Serve as a primary point of contact for client service and administrative enquiries
• Support Financial Advisors in preparing portfolio reviews, investment proposals, and client materials
• Assist with portfolio monitoring, reporting, and trade execution coordination
• Manage account operations including onboarding, asset transfers, and documentation
• Maintain accurate client records and ensure compliance with regulatory requirements
• Coordinate with custodians, product providers, compliance, and internal teams
• Support client engagement initiatives, including events and relationship-building activities

What We’re Looking For

• Bachelor’s degree in Finance, Commerce, Economics, or a related field
• 3–5 years’ experience in wealth management, private banking, or financial services
• RG146 qualification (preferred)

Skills & Attributes

• Fluent in English and Mandarin (essential)
• Strong communication and interpersonal skills
• High attention to detail with strong organisational capabilities
• A client-first mindset with the ability to build trust and long-term relationships
• Genuine interest in financial markets, investments, and portfolio construction

Why Join GloryHouse

• Work directly with experienced advisors and high-calibre clients
• Exposure to both public and private market investments
• Mentorship from senior industry professionals
• A collaborative, high-performance environment with strong growth potential

This is an opportunity for someone who wants to move beyond pure operations into a more holistic wealth management role — combining client experience, investment exposure, and long-term career growth.