Asia Wealth Management , Client Service Manager, Associate, Singapore
Core
Support Investment Representatives and clients by managing client documentation, resolving operational issues, and handling trade settlements.
Role type
Associate Client Service Manager
Builds
Operational support for Private Wealth Management services
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Fluent English and Mandarin, CACS Paper 1 & 2, Private Banking investment products knowledge, trade booking and settlement, policy adherence, multitasking
Preferred skills
Meticulous attention to detail, efficiency in fast-paced environments, willingness to work outside normal hours, proactive team player
Technologies
N/A
Responsibilities
Liaising with Business Units for client documentation compliance, resolving client queries, taking client orders, handling trade booking and settlement, resolving settlement/funding issues, following up on margin calls and collateral, managing transactional documentation, completing administrative tasks
Seniority
Associate, hands-on IC