Start Date
Immediate
Expiry Date
25 Apr, 25
Salary
0.0
Posted On
26 Jan, 25
Experience
0 year(s) or above
Remote Job
No
Telecommute
No
Sponsor Visa
No
Skills
Operations, New Opportunities, Platform Development, Mandarin, Hedge Funds, Interpersonal Skills, Pwm, Foundations, Wealth Management, High Net Worth Individuals, Cash Management, Outlook, Estate Planning, One, Endowments, Excel
Industry
Financial Services
ASSET & WEALTH MANAGEMENT, PRIVATE WEALTH MANAGEMENT, WEALTH MANAGEMENT PROFESSIONAL, SINGAPORE
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
BASIC QUALIFICATIONS
Please refer the Job description for details