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.
【Responsibilities】
- Manage and monitor clients’ investment portfolios.
- Prepare investment proposals for clients and prospects, including data analysis in Excel and presentation preparation in PowerPoint.
- Provide documentation support, including account opening, source of wealth verification, and cash flow management.
- Draft internal reports, marketing materials, and various internal and external correspondences.
- Receive clients’ trade orders, perform pre-trade checks, and support trade execution and approvals.
- Maintain up-to-date information using internal systems.
- Liaise with internal teams in Singapore, Japan, and other regions, as well as external stakeholders, including vendors.
- Handle phone calls and client inquiries, and prepare related documents, including English–Japanese translations.
资格
应征条件
【 Requirements & Preferences 】
(Must)
- Bachelor’s degree or higher.
- 1–3 years of relevant work experience in a financial institution.
- CACS Paper 1 and Paper 2 certifications.
- Proficient in Japanese (speaking, listening, and writing; JLPT N2 or equivalent) to communicate effectively 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
-
其他语言
-
请登入。