Senior Executive – Wealth Management

Roles & Responsibilities

Roles and Responsibilities :

1. Support Relationship Managers (RMs) to provide excellent service to high net-worth clients

2. Assist RM with business partners, clients, business support and service providers to ensure

delivery of service to clients

3. Interface with client to ensure completion of documentation requirements for account

openings / updates

4. Ensure timely follow up on client calls / queries and compliance with all regulatory

requirements

5. Manage trade lifecycle across equities, fixed income, FX, derivatives and funds

6. Handle corporate actions across income, mandatory and voluntary events; maturity of

certain portfolios / bonds

7. Investigate and escalate any discrepancies outside of given tolerances for portfolios

8. Assist with the analysis of financial products, stocks, investment opportunities and provide

succinct reporting on market environment, recommendations on investment opportunities

and risks

9. Propose and evaluate ideas to facilitate decision making by relationship managers and

clients

10. Monitor client portfolios on an ongoing basis and highlight opportunities, risks to RM

11. Executing trades in various asset classes

12. Collaborate with the operation team and ensure flawless execution (internal and

external / brokers)

13. Overseeing and validating other team member's work and output

Requirements :

• Degree, preferably in Banking or Finance
• CFA qualified or undergoing CFA preferred
• Fresh graduates with internship experience to maximum 2 / 3-year experience
• Meticulous and a good team player, effective communication and interpersonal skills
• Knowledge in Bloomberg system and proficient use of Microsoft excel
• High-stress resistance and multitasking ability
• Able to work well independently with minimal guidance
• Only Singaporeans and permanent residents will be considered

Tell employers what skills you have

Wealth Management

Bloomberg

Microsoft Excel

Derivatives

Work Well Independently

Financial Planning

Interpersonal Skills

Wealth

Corporate Actions

Banking

Team Player

Fixed Income

Regulatory Requirements

Equities