Job Description

Looking for highly motivated individuals with prior experiences in Private Banks' Middle Office and/or Premier/Priviledge Banking to join our expanding team to support our private clients.

Crossinvest (Asia) is an award-winning Wealth & Asset Manager with over 37 years of Swiss heritage (https://crossinvest.sg/) and we are looking to hire another dedicated full-time Client & Middle Office Manager to our Singapore office. Salary will be negotiable depending on level and years of experience in relevant positions.

:

• Assist and support Senior Client Relationship Managers to manage high-net-worth international client relationships
• Be the primary contact for client-related administrative tasks and duties including trade order placing, FX, loan rollovers, bank documentations, etc
• Liaise with Private Banks on behalf of the clients as well as on behalf of the Senior Client Relationship Managers
• Attend to all client-related queries, transactions and services
• Perform regular bank/account data reconciliations, portfolio rebalancing, placing, monitoring and managing investment orders
• Provide general administrative and operational office support
• Undertake ad-hoc duties and projects as and when assigned
• Support Client Relationship Manager in diary management of client/business appointments

Requirements:

• At least 3-5 years of relevant experience in the private banking/wealth management or asset management space
• Basic understanding & experience across multiple asset classes
• Proficient in Excel
• High quality service-oriented mind-set with an eye for detail
• Excellent written and verbal communication skills (in English primarily; additional languages preferred)
• Excellent analytical and interpersonal skills
• Able to work independently as well as be a strong team player
• Quick learner in new portfolio management & trading systems
• Industry qualifications preferred: e.g. CACS Paper 1 & 2; CMFAS Module 3; etc (but not essential)

Please include the following information in your application: 1) A cover letter with reason(s) for applying for the above position 2) Complete CV 3) Your availability and expected salary All applications can be sent to hr@crossinvest.sg