Client Advisor Associate

1 week ago


Singapore HAITONG INTERNATIONAL SECURITIES (SINGAPORE) PTE. LTD. Full time

Job Description:

  • Reports to the Head of Private Wealth Management (PWM) Department and the assigned Team's Team Head respectively.
  • Works losely with Client Advisors to assist in handling client relationships as well as executing of investment orders.
  • Act as the primary contact for handling the administrative tasks and duties for clients and to experience client advisory frontiers.
  • A liaison with the teams of Client Advisors, Investment Products, Compliance, Finance, Operations, IT, etc. for functional efficiency.
  • Assists the Client Advisors in promoting Haitong's PWM investment products, tailored solutions and services to UHNW clients.
  • Works closely with the stakeholders including Compliance, Operations, and Risk Management to comply with AML/ KYC account opening requirements.

Requirements:

  • A university degree in banking/ finance with 7 years of relevant work experience within private banking or wealth management entity.
  • Handson experience with onboarding process and KYC requirements in Private banking
  • Knowledge of financial product and technical competence in the understanding and delivery of wealth management solutions.
  • Solid and good client and service orientation when interacting with the sophisticated entrepreneurs and high net worth individuals.
  • The business proficiency in both written and spoken Mandarin, besides English is one of the preferred job requirements as well, for China/ Taiwan Market.
  • Willingness to work under a dynamic environment, multitasking skills to handle tight and short assignment and meet project deadlines.


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