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 (Private Wealth Management)
Builds
Operational support for Ultra High Net Worth individuals and families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
CACS Paper 1 & 2, Private Banking investment products knowledge (FX, Equities, Fixed Income, derivatives), client documentation compliance, trade booking and settlement, margin calls and collateral resolution, transactional documentation
Preferred skills
Multi-tasking, efficient work in fast-paced environments, willingness to work outside normal hours, proactive team player
Technologies
N/A
Responsibilities
Liaise with Business Units to ensure client documentation compliance, resolve client queries, handle client order taking, perform trade booking and settlement, resolve settlement/funding issues, follow up on margin calls and collateral issues, complete administrative tasks (travel, expenses, mailing)
Seniority
Associate, operational support