概述
薪资
5,000 SGD ~ 10,000 SGD
产业类别
Finance(Securities)
工作内容
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.
资格
应征条件
【 Requirements & Preferences 】
(Must)
- Bachelor’s Degree or higher.
- Minimum 2–3 years of relevant experience in client servicing, trading support, operations, or sales support within financial institutions.
- CACS Paper 1 and Paper 2 certifications, or willingness to obtain them.
- Proficiency in Japanese (JLPT N1 or equivalent) for effective communication with Japanese-speaking internal and external stakeholders.
- Proficient in Microsoft Excel and PowerPoint for data analysis and presentation preparation.
(Advantageous)
- Strong communication and interpersonal skills.
- High attention to detail and accuracy in documentation.英文
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