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Private Wealth Management (Margin Lending)

Private Wealth Management (Margin Lending)

PeoplebankSingapore
30+ days ago
Job description

Private Wealth Management (Margin Lending)

  • 6 months contract
  • Office location : CBD

The Client

  • US Global Investment Bank
  • Fast-paced work environment
  • Dynamic work culture
  • The Opportunity

  • validating and ensuring all margin calls are issued on a timely basis, working closely with Business Partners to ensure all calls are met in a timely manner.
  • There are also regulatory reporting obligations that are performed by the team daily, across businesses.
  • Separately, the team works on a variety of different projects that focus on enhancements to manual processes, system uplift to increase scale, and inquiry processing on the back of client requests.
  • Calculation and issuance of margin calls for PWM clientele.
  • Validating and ensuring all margin calls are issued on a timely basis.
  • Responding to all incoming queries and interacting with many different areas of the bank, in particular with Risk, Credit and Technology.
  • Proactively working on enhancing the team's process and controls. Resolution and escalation of all client disputes and queries.
  • Project and initiative management and participation within the team and across all regions
  • Your Background

  • Strong organizational and multi-tasking skills to balance competing priorities and meet deadlines.
  • Exceptional understanding of products, risks, controls and escalations process across Operations.
  • Excellent problem solving skills; comfort dealing with large datasets and strong numerical aptitude.
  • Desire for continued improvement and new challenges, both on a business and personal level.
  • Excel skills an advantage.
  • Excellent communication and interpersonal skills with a strong appreciation of client service.
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    Wealth Management • Singapore