Asia Wealth Management, Client Service Manager (Trade Execution), Hong Kong
Core
Execute trades and manage orders across asset classes for Ultra High Net Worth clients, ensuring seamless settlement and best execution.
Role type
Client Service Manager (Trade Execution)
Builds
Trade execution and settlement processes for equities, FX, fixed income, derivatives, and structured products.
Domain
Wealth Management / Private Banking
Required skills
Trade execution, order management, settlement operations, risk monitoring, margin calls, regulatory compliance, market analysis, client relationship management
Preferred skills
CPWP designation, experience with trading systems
Technologies
Bloomberg, Reuters, Microsoft Office
Responsibilities
Handle trade execution and monitoring for various products; Liaise with Operations for allocation and settlement; Communicate market information and queries to clients and IRs; Perform suitability risk monitoring and margin checks; Maintain client relationships with Ultra High Net Worth individuals.
Seniority
Mid-Senior, hands-on IC