This is a broad, hands-on position. You'll be the operational backbone for the Private Bankers - handling everything from trade order placement and margin monitoring to payment processing, credit coordination, and onboarding new clients.
Day-to-day, you'll be dealing directly with U/HNW clients, liaising with Compliance and Operations, and managing corporate actions. Credit exposure includes handling applications, renewals, mortgage redemptions, and margin call situations.
Who they're looking for:
- 4+ years in private banking or UHNW wealth management, in a client servicing or RM support capacity
- CACS certification is highly preferred, and Bloomberg or Reuters familiarity is a plus
- Comfortable navigating complex account structures, discretionary and active mandates
- Working knowledge of investment products and lending/leverage solutions
R22104718
BeathChapman Pte Ltd
Licence no. 16S8112
