Asia Wealth Management, Management Client Service Manager - Trade Execution, Hong Kong
Core
Client Service Manager supporting Investment Representatives to manage relationships and execute transactions for Ultra High Net Worth clients in Asia.
Role type
Client Service Manager (Private Wealth Management)
Builds
Private wealth management services and transaction execution for Ultra High Net Worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
transaction execution, pre-trade suitability checks, trade booking and settlement, margin management, asset transfer processing, account opening and KYC, regulatory compliance reviews
Preferred skills
Certified Private Wealth Professional (CPWP) designation
Technologies
Matrix online registration
Responsibilities
Execute banking and investment transactions (equities, fixed income, FX, derivatives, mutual funds, alternative investments, deposits, loans); conduct pre-trade checks and disclosures; handle trade booking, settlement, and margin calls; process asset transfers and account openings; perform KYC and due diligence; review account profiles for compliance; provide administrative support to Investment Representatives
Seniority
Individual Contributor, operational level