SG PWM CSM (12 months contract)

Summary: This role in the Private Wealth Management department involves supporting relationship managers through client servicing, trade booking, and administrative responsibilities. The position requires effective communication and compliance with internal policies while addressing client queries and documentation. Candidates should have relevant financial services experience and knowledge of investment products. The role offers an attractive remuneration package and growth potential within a top-tier bank.

Key Responsibilities:

• Liaising with various Business Units to ensure client documentation is in compliance with policies and procedures
• Ensure all client queries are promptly followed up and resolved
• Client order taking
• Understanding client's overall relationship with the bank
• Trade booking and settlement
• Settlement and funding issues resolution
• Margin calls follow-up and collateral issues resolution
• Transactional documentation (e.g., client suitability and eligibility)
• Ensure full awareness of and adherence to internal policies and procedures
• Ensure administrative tasks are completed, such as travel / hotel bookings, expense claims, mailing of marketing materials

Key Skills:

• Fluent in English and at least intermediate level of proficiency in verbal and written Bahasa/Malay
• Degree Holder with minimum 1 to 2 years of relevant financial services experience, preferably in relation to frontline client service
• Possesses CACS Paper 1 & 2
• Strong knowledge in Private Banking investment products, e.g., FX, Equities, Fixed Income, derivatives

Salary (Rate): undetermined

City: Singapore

Country: Singapore

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance