Singapore Business Manager, Wealth Management

7 months ago

Shenzhen, China Huatai Securities Full time

Singapore Business Manager, Wealth Management

Help to proceed the onboard process Private Wealth Management clients, Clientfacing, Collect KYC documents from clients, Arrange account openingArrange pre-trade compliance suitability check, take investment orders fromclients and place the orders (Equities, Fixed Income, Fund, Structure Products,etc) to HK dealing team for executionSupport Sales in identifying local client prospects and preparing necessarymarketing materials in local contextAct as client local contact point on maintenance enquiriesPerform trade booking and provide trade support services to client in SingaporeteamResponsible for the trade reconciliation process on trades in front office andback office systems, provides resolution of trade and settlement failure ifhappened.Work closely with other team members such as RMs, HK trading team, SG financeand compliance to ensure trade flow process in Singapore is smoothAssist to prepare business management reportingAd hoc project work, business system requirement gathering or testing from SGperspective may be required.8years or above experience in related field experience;Proficiency in Bloomberg, Excel formula, trading execution system;Degree in Finance, information technology or related disciplines;Ateam player with self-motivated, target-oriented and hardworking;Work with different teams in SG and HK;Proficient in spoken and written English and Mandarin Chinese, proficiency inCantonese is a bonusAquick learner, able to analyze and interpret data, develop logical solutionsfor business need.

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