Private Wealth Management - Relationship Manager Assistant
huatai securities singapore
📍 singapore singapore🕐 12mo ago🔗 workday
Job Description
**About Us:**
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).
**Job Description:**
* Provide administrative and client service support to Relationship Managers servicing Private Banking clients
* Understand client requirements and assist relationship managers in daily maintenance of account relationships
* Assist with account openings or any other client’s instructions and interface with client to ensure completion of documentation requirements
* Handle and follow up clients’ enquiries, service requests and complaints in a timely and professional manner
* Coordinate and communicate with different internal channels to support client’s requests
* Comply with various regulatory requirements, company regulations and management measures
* Conduct Product Suitability assessment and execute trade instructions for clients
* Maintain client data and reports and handle administrative duties
* Other work and hoc tasks when necessary assigned by the supervisors and managers
**Qualification:**
* Bachelor Degree or above
* 3 years & above of relevant experience in the private wealth management industry
* Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
* Entrepreneurial spirit with high level of self-motivation
* A team player, collaborative with excellent communication and interpersonal skills.