Client Trade Specialist, Private Banking
Core
Execute client investment transactions and manage end-to-end trade execution workflows across different asset classes for Private Banking clients.
Role type
Client Trade Specialist (Private Banking)
Builds
Trade execution workflows and client transaction processing
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
trade execution, pre-trade checks, voice logging, regulatory compliance, product knowledge, risk communication, multitasking
Preferred skills
Business Chinese
Technologies
none stated
Responsibilities
Execute client investment transactions accurately and efficiently across different asset classes; Coordinate closely with Front Office to ensure timely and precise execution of client instructions; Manage end-to-end trade execution workflows including pricing, pre-trade checks, voice logging, and trade execution; Communicate key product features, risks, and execution-related information to clients; Assist Investment Solutions Advisors with research, proposals, and marketing materials as the role develops.
Seniority
Individual Contributor