Job Description

Our client is a listed financial institution and a recognized leader in their fields

Description

• Help to proceed the onboard process Private Wealth Management clients, Client facing, Collect KYC documents from clients, Arrange account opening
• Arrange pre-trade compliance suitability check, take investment orders from clients and place the orders (Equities, Fixed Income, Fund, Structure Products, etc) to dealing team for execution
• Support Sales in identifying local client prospects and preparing necessary marketing materials in local context
• Act as client local contact point on maintenance enquiries
• Perform trade booking and provide trade support services to clients in Singapore team
• Responsible for the trade reconciliation process on trades in front office and back office systems, provides resolution of trade and settlement failure if happened.
• Work closely with other team members such as RMs, trading team, SG finance and compliance to ensure trade flow process in Singapore is smooth
• Assist to prepare business management reporting
• Ad hoc project work, business system requirement gathering or testing from SG perspective may be required.

Profile

• 8 years or above experience in related field experience;
• Proficiency in Bloomberg, Excel formula, trading execution system;
• Degree in Finance or related disciplines;
• A team player with self-motivated, target-oriented and hardworking;
• Work with different teams in jurisdictions
• A quick learner, able to analyze and interpret data, develop logical solutions for business need.

Job Offer

Attractive remuneration package awaits the right candidate with a listed Group that offers stability and security

To apply online please click the Apply button below. For a confidential discussion about this role please contact Gavin Teo (Lic No: R1328332) on +65 6416 9835

eFinancialCareers