Singapore Wealth Management Team Lead
1 month ago
Singapore Business Manager, Wealth Management
Job OverviewAt 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.
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.
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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