Client Trade Specialist, Private Banking
Core
Execute client investment transactions and manage end-to-end trade execution workflows across various asset classes for Private Banking clients.
Role type
Client Trade Specialist (Private Banking)
Builds
Trade execution workflows and client transaction processing
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
trade execution, pre-trade checks, voice logging, regulatory compliance, product knowledge, risk communication, multitasking
Preferred skills
Business Chinese
Responsibilities
Execute client investment transactions accurately and efficiently; coordinate with Front Office for timely instruction execution; manage end-to-end trade execution workflows including pricing and voice logging; communicate product features and risks to clients; assist Investment Solutions Advisors with research and proposals as the role develops.
Seniority
Individual Contributor