Associate, Private Wealth Management - #1129214

Key responsibilities:

• Provide day-to-day support to Trading Representatives (TR) in client servicing.

• Facilitate client onboarding, including account opening and documentation handling.

• Monitor client transactions to ensure alignment with credit control and internal policies.

• Attend to client queries and review and resolve any issues.

• Liaise with internal stakeholders across all departments to support client’s needs efficiently.

• Manage administrative tasks and assist in any other assignments to support the front office.

• Ad-hoc duties as assigned.

Requirements:

• Proficient in English and Mandarin (written and spoken) to support client servicing and cross-team collaboration.

• Independent individual with high integrity.

• Responsible and a strong team player, able to multi-task and deliver results under pressure in a fast-paced environment.

• Highly meticulous, with excellent communication and coordination skills.

• 2-3 years of relevant experience preferred but not a requirement.