International Private Bank, Investment Professional for SEA Market, based in Singapore

This is an exciting opportunity for you to join a dynamic, diverse team within the SEA market of Morgan’s APAC Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional for SEA market in Morgan’s APAC Private Banking business, you will be a part of a global wealth management leader that delivers the highest quality advice, service, capabilities, and solutions to Ultra High Net Worth team members and families around the world. You will work closely with our Investment Specialists to provide support in all facets of daily business routine, whilst maintaining awareness of, and sensitivity to the confidential nature of Private Banking clients.

Job Responsibilities:

• Be part of a team responsible for executing Clients’ directed trades across asset classes.
• Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients.
• Develop an in deep knowledge of all asset classes and products offered by the Private Bank
• Provide operational support to Advisors and the wider integrated team for account opening, onboarding processes, account maintenance, and managing the client Periodic Review process, as appropriate
• Cover the SEA market, having the opportunity to work in a fast and dynamic multi-market and multi-cultural environment

Required qualifications, capabilities and skills:

• Bachelor’s degree in any discipline.
• Minimum 3 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
• Strong knowledge of the Private Bank business, well-versed across all asset classes and investment products.
• Dynamic and independent team player who possesses strong interpersonal and communication skills in delivering exceptional client services, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency.
• Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders are a must.
• Absolute discretion when dealing with confidential matters.
• Strong organizational and prioritization skills are required alongside effective judgement from risk and escalation perspectives.
• CACS certified is essential for performing the duties associated with this role and ensuring compliance with regulatory standards.