OVERVIEW
Our client is a global leading institution, and we are a trusted wealth management team who serves high net-worth clients. Their clients are served a comprehensive offering built around their financial goals. Their purpose is to help clients and their families to create long-term financial advantage for generations.
You will be responsible for providing support to the Relationship Managers (RMs) and working effectively as a Wealth Management team in order to pursue the team’s goals in terms of client acquisition, client maintenance, client documentation, and any other supporting roles.
Responsibilities
Support the RMs in daily operations, administration, and client servicing
Assist the RMs with clients on-boarding documentation and operations according to the internal policy and regulatory guidelines
Respond to basic inquiries from clients and internal stakeholders
Take investment orders from clients
Assist in preparing and creating documents in English and Japanese for client and for internal meetings
Handle administrative duties including scheduling and arranging client and internal meetings, making travel arrangements and business trips, and expense claim submission for the team members
Ensure compliance and adherence to internal and external regulations and policies at all times
Requirements
Relevant experience in sales support and operations within private banking/wealth management
Meticulous – attention to quality and details
Good communication skills
A team player, who is able to multi-task under time pressure
Proficient in Microsoft Office products with advanced knowledge of financial analysis
Advanced language proficiency in both English and Japanese (written and spoken) is required due to frequent detailed communication with Japanese clients. Fluency in Chinese is a plus.
Eligibility to work in Singapore
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R24123855
EA Personnel Name: Mei Kamioka
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