Client Advisory Associate

Roles & Responsibilities

Responsibilities :

You will be responsible for providing administrative and client service support to Relationship Managers (RMs) within the front office function servicing Private Banking clients.

• Support RMs in regard to client account administration, client servicing and retention efforts.
• Liaise 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.
• Liaise with other financial institutions and service providers regarding account opening request 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 system
• Prepare and followup on account opening documentation
• Maintaining and updating of spreadsheets for selected clients
• Print valuation reports and prepare client’s outstanding documents, brochures and investment and research materials for RM’s business trip
• To assist RMs in making sure there are no outstanding items relating to client administration matters

Qualifications

Please include your current, expected salary and notice period in your job application.

We regret only shortlisted candidates would be notified.

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Tell employers what skills you have

Wealth Management

Front Office

Microsoft Excel

Valuation

Relationship Management

Loans

Private Banking

Administration

Securities

Money Market

Spreadsheets

Communication Skills

Customer Service

KYC

Brochures

Financial Services