Private Banking Sales Support/Client Account Support

3 weeks ago

Singapore DAIWA CAPITAL MARKETS SINGAPORE LIMITED Full time
Roles & Responsibilities

Responsibilities

· Assist a team of Relationship Manager (RMs) in Singapore and Hong Kong on all aspects of client service, operational, administrative and marketing support.

· Assist the RMs in managing and monitoring client's portfolios including updating of portfolio positions and investment proposals to mainly Japanese speaking clients / prospects.

· Receive and execute client orders including but not limited to securities, bonds, derivative, loans and FX transactions.

· Prepare and handle account opening documents in compliance with AML requirement

· Coordinate Japanese onboarding documentation

· Liaise with Japan head office/ inter offices for any administrative issues.

· Coordinating with internal and external parties to process client's portfolio transfer instructions involving different asset classes.

· Ensure trading and settlement setup for client account prior to trade.

· Providing assistance and advice on security settlement subject matters.

· Collaborate with internal and external vendors on projects including system rollouts and enhancement.

Requirements

  • Willing to start work at 7.45am to handle morning trades
  • Willing to work on Singapore public holidays if the Japan market is open (off in lieu will be granted)
  • At least a Bachelor degree
  • Minimum 3 years of relevant work experience in client servicing roles within Private Banking business.
  • Fluent in both spoken and written English and Japanese as there will be interaction with Japanese speaking clients and stakeholders, proficient in spoken and written Mandarin will be a plus to work with the HK RMs.
  • Strong understanding of financial products and services.
  • Familiar with AML and compliance requirements within the Private Banking space.
  • Excellent interpersonal, communication and client interfacing skills.
  • Client oriented, fast delivery and effective response to client's request.
  • Committed to Teamwork
  • Effective communication and analytical skills; with demonstrated ability to work effectively with all levels within the organization.
  • Successful completion of CACS Papers 1 and 2, with professional certification in Financial Markets Regulatory Practices (FMRP) and relevant CMFAS modules a plus.
Tell employers what skills you have

High Net Worth Individuals
Sales
Brokerage
Wealth Management Services
Relationship Management
Marketing
Banking
Fixed Income
Japanese
Equities

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