Kerja Sepenuh Masa Client Advisory Associate, Gaji tinggi SGD 10,000 di BANK J. SAFRA SARASIN LTD, Singapore Branch - Maukerja

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

• Min 2 years experience in a Private Banking setup with good understanding of relevant financial products and services in Private Banking
• CACS Paper 1 and 2 is mandatory
• Good language skills i.e. English (verbal and written) according to specific market requirements
• Excellent interpersonal, communication and client interfacing skills
• Meticulous and detail-oriented
• Proactive and collaborative
• Working knowledge of Avaloq is an advantage

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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