Asia Wealth Management, Management Client Service Manager, Trading Execution, Director, Singapore
Core
Partner with Investment Representatives to manage relationships and deliver private wealth management services to Ultra High Net Worth (UHNW) clients, with a primary focus on executing banking and investment transactions.
Role type
Senior IC Management Client Service Manager (Trading Execution)
Builds
Trade executions, account management, and client service workflows for UHNW clients
Domain
Wealth Management / Private Banking / Financial Services
Required skills
Trade execution across multiple asset classes, pre-trade suitability checks, post-trade documentation and settlement, KYC and due diligence, margin call management, client account administration, process improvement
Preferred skills
None stated
Technologies
Matrix online, Matrix
Responsibilities
Execute equities, fixed income, FX, OTC derivatives, mutual funds, alternative investments, deposits, and lending transactions; conduct pre-trade suitability checks and disclosures; monitor margin utilization and coordinate margin calls; process asset transfer requests; collect account opening documentation and perform KYC; respond to client enquiries; coordinate client meetings and travel; participate in operational efficiency initiatives
Seniority
Senior, hands-on IC