Associate PWM Operations (Cantonese speaking) recruitment
Main Responsibilities:
• Assisting clients to open new accounts - execution of the new account documentation, account setup in the firm system and managing funding process
• Managing clients’ daily cash needs - processing cash and stock movements out to external counterparties and to other internal accounts as per clients instruction
• Trade and confirmation management - Processing and reconciling daily trading-related transactions
• Providing exceptional client service by building strong relationships with clients and addressing their queries needs
• Functioning as a key liaison to other areas supporting PWM clients including Control, Legal, Compliance, and other Operation teams
• Identifying areas for improvement to increase efficiencies and working with technology and project teams to implement solutions
Note: Other job responsibilities may be added over time as the build out of the PWM Ops Middle Office team evolves.
Experience / Skills / Systems Requirements
• At least 5 years of work experience with previous client service experience
• Cantonese language skills (Business level)
• Strong leadership skills to effect self and team management and communication at all levels
• Highly motivated and results orientated, have a high level of self initiative to challenge and improve processes
• Strong understanding of risk and control framework in operations
• Has good interpersonal skills to establish strong client, business and federation relationships
• Able to manage multiple task or projects and manage deadlines effectively
• Strong team player who is able to work under pressure
For further information please call Vincent on +65-6323 5126. To apply please send your updated resume to vincent@ksconsulting.com.sg.
Please note that only shortlisted candidates will be contacted.
*KS Consulting pays referral vouchers of up to S$1,000 for any successful referrals
MOM Registered Employment Agency: C931702D
Employment Agency Personnel Registration No.: U110524858