Asia Wealth Management, Management Client Service Manager, Trading Execution, Director, Singapore
Core
Partner with Investment Representatives to execute banking and investment transactions and manage client relationships for Ultra High Net Worth clients.
Role type
Senior IC Management Client Service Manager (Trading Execution)
Builds
Private wealth management services and trade execution for UHNW clients
Domain
Wealth Management / Private Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Trade execution across multiple asset classes, Pre-trade suitability checks, Post-trade documentation and settlement, KYC and due diligence, Account opening and asset transfers, Margin call management, Process improvement initiatives
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, mutual funds, and alternative investment transactions; Process client asset transfers and account opening documentation; Monitor margin utilization and coordinate margin calls; Conduct periodic client profile and risk reviews; Provide administrative support to Investment Representatives.
Seniority
Senior, hands-on IC