Private Wealth Management - Relationship Manager Assistant (Singapore)

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:

• 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);
• actively making use of Huatai Securities leading position, distribution network and customer base in mainland China;
• 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.