Singapore Wealth Management Team Lead

1 month ago


Shenzhen, Guangdong, China Huatai Securities Full time

Singapore Business Manager, Wealth Management

Job Overview

At Huatai Securities, we are seeking a highly skilled and experienced professional to lead our Singapore wealth management team. The ideal candidate will have a strong background in private wealth management, with excellent client-facing skills and the ability to work closely with our Hong Kong trading team.

Key Responsibilities
  • Oversee the onboarding process for private wealth management clients, including collecting KYC documents and arranging account opening.
  • Ensure compliance with all relevant regulations and guidelines, including pre-trade suitability checks and trade execution.
  • Work closely with our sales team to identify local client prospects and prepare marketing materials tailored to their needs.
  • Maintain regular communication with clients to address any maintenance enquiries and provide trade support services.
  • Responsible for trade reconciliation and resolving any trade or settlement failures that may occur.
  • Collaborate with other team members to ensure seamless trade flow processes in Singapore.
  • Contribute to business management reporting and assist with ad-hoc projects as required.
Requirements

To be successful in this role, you will require:

  • A minimum of 8 years' experience in a related field, preferably in private wealth management.
  • Proficiency in Bloomberg, Excel formula, and trading execution systems.
  • A degree in Finance, Information Technology, or a related discipline.
  • Excellent communication and interpersonal skills, with the ability to work effectively with different teams in Singapore and Hong Kong.
  • Fluency in English and Mandarin Chinese, with Cantonese proficiency a bonus.
  • A quick learner with the ability to analyze and interpret data to develop logical solutions for business needs.
Compensation Package

We offer a competitive salary package, estimated to be in the range of SGD $120,000 - $180,000 per annum, depending on experience and qualifications. In addition to a comprehensive benefits package, you will also have opportunities for career growth and professional development within our organization.



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