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.
