StriveX is partnering with an International Private Banking to look for an Assistant Client Advisor to join the team.
The Assistant Client Advisor supports one of the Senior Relationship Managers in managing client relationships for high-net-worth (HNW) and ultra-high-net-worth (UHNW).
Responsibilities:
- Support the Senior RM in regard to client account administration, client servicing and retention efforts.
- Liaise with internal departments regarding administrative matters concerning 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 administrative 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
- Prepare and followup on account opening documentation
Requirements:
- Bachelor's degree in Finance, Business Administration, Banking, or related field.
- At least 5 years of experience in private banking, EAM or family office
- CACS 1 and 2 certifications
- Understanding of banking products, investment instruments, and account operations.
- Excellent communication and client-service skills.
- Strong organizational abilities, attention to detail, and ability to handle multiple priorities.
- High integrity, discretion, and professionalism when handling confidential client information.
- Ability to work independently and collaboratively in a new setup environment.
Please reach out to Angel Fu at [Confidential Information] for a confidential discussion.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA Licence No : 23S2077
Registration No : R1983939
