Overview

• Salary

  5,000 SGD ~ 10,000 SGD

• Industry

  Finance(Securities)

• Job Description

  Our client, a leading financial institution in Singapore, is seeking a detail-oriented Wealth Management Assistant to support their Wealth and Corporate Client Solutions division. The role involves supporting investment portfolio management, client servicing, and cross-border operations.
  
  【 Responsibilities 】
  - Manage and monitor clients’ investment portfolios.
  - Prepare investment proposals, including data analysis in Excel and presentations in PowerPoint.
  - Provide documentation support for account openings, source-of-wealth verification, and cash flow management.
  - Draft internal reports, marketing materials, and other correspondences.
  - Receive clients’ trade orders, perform pre-trade checks, and support trade execution and approvals.
  - Maintain up-to-date information in internal systems.
  - Liaise with internal teams across Singapore, Japan, and other regions, as well as external stakeholders, including vendors.
  - Handle client inquiries and phone calls, including preparation of English–Japanese translations.