Client Advisory Associate / Assistant RM (Private Banking) (ID: 549135)

Job Scope

To provide administrative support for client accounts booked in Singapore to Team Leaders (TLs) / Relationship Managers (RMs).

• Support TLs / RMs in regard to client account administration, client servicing and retention efforts
• Liaison 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.
• Liaison 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 TLs/RMs in making sure there are no outstanding items relating to client administration matters
• Account Opening
• Trading matters
• Marketing support
• Administrative support and any other duties as assigned by superiors

Requirements

• 3 years relevant experience in a Private Bank (preferably in a PB setup)
• Proven excellent administrative and execution track records
• Good inter-personal and communications
• Team player
• Can work under tight timeline

Please apply or send in your resume to carine_teoh@persolkelly.com. We apologize that only shortlisted candidates will be contacted. Thank you

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R22106437 (TEOH KAI HUI)