Asia Wealth Management, Management Client Service Manager, Trading Execution, Director, Singapore
Core
Management Client Service Manager partners with Investment Representatives to manage UHNW client relationships and execute banking/investment transactions.
Role type
Senior IC wealth management operations manager
Builds
Private wealth management services for Ultra High Net Worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
trade execution across multiple asset classes, pre-trade suitability checks, post-trade settlement management, KYC and due diligence, account administration, margin call management
Preferred skills
experience in private banking products, ability to work under pressure, flexibility for after-hours trading
Technologies
Matrix online registration
Responsibilities
Execute equities, fixed income, FX, OTC derivatives, and alternative investment transactions; Conduct pre-trade suitability checks and client disclosures; Monitor margin utilization and coordinate margin calls; Process asset transfer requests and account opening documentation; Respond to client enquiries and handle ad hoc requests; Coordinate administrative support for Investment Representatives.