Client Advisory Associate / Assistant RM (Private Banking) (ID: 549135)

Employer
PERSOLKELLY Singapore Pte Ltd
Location
Singapore, Singapore
Salary
80,000
Posted
11 May 2022
Closes
10 Jun 2022
Ref
14783922
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Scope

To provide administrative support for client accounts booked in Singapore to Team Leaders (TLs) / Relationship Managers (RMs).
  • Support TLs / RMs in regard to client account administration, client servicing and retention efforts
  • Liaison with internal departments regarding administrative matters concerning execution and settlement of trades, delivery of securities, corporate action, payment and receipt of funds, renewal and repayment of loans.
  • Liaison with other financial institutions and service providers regarding account opening request and other clients' administrative matters.
  • Check daily transaction list to ensure trades are processed correctly
  • Prepare and send trade confirmations to clients
  • Monitor and arrange for settlement of trades
  • Prepare payment orders
  • Input orders for securities, forex and money market into system
  • Prepare and followup on account opening documentation
  • Maintaining and updating of spreadsheets for selected clients
  • Print valuation reports and prepare client's outstanding documents,brochures and investment and research materials for RM's business trip
  • To assist TLs/RMs in making sure there are no outstanding items relating to client administration matters
  • Account Opening
  • Trading matters
  • Marketing support
  • Administrative support and any other duties as assigned by superiors


Requirements
  • 3 years relevant experience in a Private Bank (preferably in a PB setup)
  • Proven excellent administrative and execution track records
  • Good inter-personal and communications
  • Team player
  • Can work under tight timeline


Please apply or send in your resume to carine_teoh@persolkelly.com. We apologize that only shortlisted candidates will be contacted. Thank you

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R22106437 (TEOH KAI HUI)

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