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

PERSOLKELLY Singapore Pte Ltd
Singapore, Singapore
11 May 2022
01 Jun 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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

  • 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 We apologize that only shortlisted candidates will be contacted. Thank you

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R22106437 (TEOH KAI HUI)
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