Senior Marketing Assistant, International Wealth Management (IWM)
Main role : To provide sales and administrative support for client accounts booked in Singapore to Relationship Managers (RMs) and External Asset Managers (EXAMs) who are stationed abroad.
Reporting to Head, IWM
Responsibilities:
- Coordinate and support the build up of the Booking Centre Platform for indirect client and EXAM business.
- Liaise with RMs and EXAMs in regard to client account administration, client servicing and retention efforts.
- Liaise with internal departments regarding execution and settlement of trades, delivery of securities, corporate action, payment and receipt of funds, renewal and repayment of loans.
- Liaise with other financial institutions and service providers regarding account opening request and other clients’ matters.
- Check daily transaction list to ensure trades are processed correctly
- Prepare and send trade confirmations to clients
- Monitor and arrange for settlement of trades
- Prepare payment orders
- Input orders for securities, forex and money market into system
- Prepare and followup on account opening documentation
- Maintaining and updating of spreadsheets for selected clients
- Print valuation reports and prepare client’s outstanding documents, brochures and investment and research materials for RM’s business trip
- Account Opening
- Trading matters
- Marketing suppor
- Administrative support and any other duties as assigned by superiors
Requirements:
- Min 5 years Account Manager or ARM experience in a Private Bank
- Good spoken and written English is a must. Another European language (German, French, Italian etc) would be a plus but is not a prerequisite
- Proven excellent administrative and execution track records
- Good inter-personal and communications
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