Client Accounts / Middle Office Manager (Wealth & Asset Management)

Roles & Responsibilities

OVERVIEW

Crossinvest (Asia) is an award-winning Wealth & Asset Manager in Singapore, with 40 years of Swiss heritage and 20 years in Singapore (https : / / crossinvest.sg / ); and we are looking to hire a full-time Client Accounts / Middle Office Manager to our Singapore office, to work with the Client Relationship Managers in account administrations / operational support for HNW / UHNW international clients.

Job Description :

• Assist and support Senior Client Relationship Managers to manage high-net-worth international client relationships
• Be the primary contact for client-related administrative tasks and duties including trade order placing, FX, loan rollovers, bank documentations, etc
• Liaise with Private Banks on behalf of the clients as well as on behalf of the Senior Client Relationship Managers
• Attend to all client-related queries, transactions and services
• Perform regular bank / account data reconciliations, portfolio rebalancing, placing, monitoring and managing investment orders
• Provide general administrative and operational office support
• Undertake ad-hoc duties and projects as and when assigned
• Support Client Relationship Manager in calendar management of client appointments

Requirements :

Tell employers what skills you have

Wealth Management

Asset Management

Microsoft Office

Middle Office

Financial Planning

Interpersonal Skills

Relationship Management

Private Banking

Compliance

Team Player

Able To Work Independently