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.
Private Wealth Management - Relationship Manager Assistant at huatai securities singapore | MergeJobs