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Provide support to Relationship Manager in all matters relating to clients and prospective clients
Provide support to Relationship Manager on business development efforts such as preparing pitch books and preliminary analyses of prospective clients' portfolios etc
Actively share trade recommendations and trade closures with prospective clients on an ongoing basis and supporting the Relationship Manager in maintaining performance trackers of the recommendations sent
Assist in maintenance of products decks for funds and certificates that are advised or managed by the Firm including periodic update of performance statistics and related content
Provide monthly reporting to prospective clients on performance of trade recommendations, and funds and certificates advised or managed by the Firm
Assist the Relationship Manager in scheduling and preparing regular client portfolio reviews, ensure tracking adoption and efficacy of recommendations discussed
Maintain and help monitor clients' profit and loss statements on a regular basis, highlighting any material variances from the account plans
Assist the Relationship Manager to prepare communications and materials on trade and portfolio recommendations to clients
Assist the Relationship Manager on execution of clients' trades, including cash/loan rollovers monitoring and execution
Support the Relationship Manager in assimilating and reviewing open trades by maintaining and updating trade execution trackers with strict adherence to pre-determined risk management principals communicated by the Relationship Manager and/or Investment Counsellors
Support the Relationship Manager on internal client onboarding processes and bank account opening of new clients whenever required
Interact with Banks on clients' account enquiries and any other operational matters
Assist the Relationship Manager & Investment Counsellors in engaging with third party partners such as Fund Managers, Banks and Structurers etc.) in obtaining quotes & ensuring timely execution with competitive pricing
Be fully conversant with and adept at extracting relevant data and analytics from the wealth management systems in use by the Firm, enabling preparation and sharing of customized reports with clients as per their individual requirements
Responsible for ad-hoc tasks and requests as and when required
High standards of ethics and conduct, i.e. ensures confidentiality of Clients' assets & information
Fosters team work and positively contributes towards the dynamics of the team and the quality of its output. Ability to multi-task and engage with multiple stakeholders while ensuring delivery
Excellent written and verbal communication skills
Proficiency in preparing worksheets, presentations and documents
Prior experience in working on Bloomberg terminals, though not necessary, will be an added advantage.
Understanding of the industry regulations, best practices and compliance requirements will be an added advantage
Please send your resume to firstname.lastname@example.org
Internal Number: 3463439
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