SKILLS REQUIRED:

• Fluent in English and Mandarin (due to business needs)
• University graduate with minimum 4 years of relevant experience
• Possesses CACS paper 1 and 2
• Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
• Detailed and meticulous
• Ability to multi-task
• Works efficiently in a fast-paced environment
• Willing to work outside of normal work hours as required
• Proactive team player with keen interest in private banking industry
• Excellent communication and interpersonal skills

ABOUT THE ROLE

Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

OPERATIONAL RESPONSIBILITIES:

• 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

ADMINISTRATIVE RESPONSIBILITIES:

• Ensure administrative tasks are completed. Eg, travel / hotel bookings, expense claims, mailing of marketing materials.