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Private Banker Professional
1 week ago
As a Wealth Management Professional, you will be responsible for providing exceptional service to our clients, analyzing and monitoring their portfolios, and assisting with other aspects of managing their relationships.
Main Responsibilities:
- Serve as liaison for clients regarding inquiries and provide team support.
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship.
- Drive and complete compliance requirements and control related functions.
- Assist clients with asset transfers.
- Execute trades (primarily in FX and Cash deposits) as part of the team.
- Manage cash, foreign exchange transactions, currency hedging and money markets trades.
- Subscribe hedge funds, private equity funds and Asset Management funds for the teams.
- Work on platform development and other infrastructure projects.
- Liaise with operations and technology teams for daily support.
Key Qualifications:
- Bachelor degree required.
- Ability to work in a fast-paced environment within a team-oriented structure.
- Ability to work and think clearly under pressure.
- Team player.
- Excellent analytical, communication, and interpersonal skills.
- Strong organizational skills and attention to detail.
- Mandarin language proficiency required due to client coverage.
- SG CACS Paper 1 & 2 certification within 90 days of employment.
