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Wealth Management Business Lead, Singapore

2 months ago

Shenzhen, Guangdong, China Huatai Securities Full time

Wealth Management Business Lead, Singapore

As a pivotal member of our team, you will:

  • Facilitate the onboarding process for Private Wealth Management clients, ensuring effective client interaction and the collection of KYC documentation.
  • Coordinate pre-trade compliance assessments, execute investment orders, and liaise with the Hong Kong dealing team for trade execution across various asset classes including Equities, Fixed Income, Funds, and Structured Products.
  • Assist the Sales team in identifying potential local clients and developing tailored marketing materials.
  • Serve as the primary local contact for client maintenance inquiries, ensuring a high level of service.
  • Handle trade booking and provide comprehensive trade support services to the Singapore team.
  • Oversee the reconciliation process for trades within front and back office systems, addressing any trade or settlement discrepancies that may arise.
  • Collaborate closely with colleagues including Relationship Managers, the Hong Kong trading team, and Singapore finance and compliance teams to ensure seamless trade flow.
  • Contribute to the preparation of business management reports.
  • Engage in ad hoc project work, including gathering business system requirements or conducting testing from a Singapore perspective.

Qualifications:

  • A minimum of 8 years of relevant experience in the financial services sector.
  • Proficient in Bloomberg, Excel formulas, and trading execution systems.
  • A degree in Finance, Information Technology, or a related field.
  • A collaborative team player who is self-motivated, target-driven, and diligent.
  • Ability to work effectively with diverse teams across regions.
  • Fluent in both spoken and written English and Mandarin Chinese; proficiency in Cantonese is advantageous.
  • A quick learner with strong analytical skills, capable of interpreting data and devising logical solutions to meet business needs.