Client advisory associate

2 weeks ago


Singapore Safra EnergyOne Full time

Job Responsibilities: 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 requests 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 the system. Prepare and follow up on account opening documentation. Maintain and update spreadsheets for selected clients. Print valuation reports and prepare client’s outstanding documents, brochures, and investment and research materials for RM’s business trip. Assist TLs/RMs in ensuring there are no outstanding items relating to client administration matters. Job Requirements: Minimum 1 to 2 years' experience in a Bank (preferably in a Private Bank setup). Good spoken and written English is a must. Non-Examinable Course (NEC) or CACS Paper 1 and Paper 2. #J-18808-Ljbffr



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