Dealer and Product Specialist

Persol Kelly Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Product Specialist to execute transactions and manage private banking product offerings. The ideal candidate has a Bachelor’s Degree in Business or Finance, 3-5 years of relevant experience, and strong soft skills. Responsibilities include coordinating execution requests and ensuring compliance with regulatory guidelines. This role provides a dynamic opportunity for growth and contribution to the financial team's success.

Qualifications

• 3 to 5 years of relevant experience in private banking or wealth management products.
• Possession of licenses in FMRP, M1A/M1B, and M6A.

Responsibilities

• Coordinate execution requests from relationship managers and investment consultants while performing trade executions.
• Ensure prompt and accurate execution of transactions.
• Monitor transaction statuses and provide reports on trade activities.
• Liaise with vendors and counterparties to ensure execution support.
• Oversee product onboarding and analyze product portfolio ratings.
• Collaborate with the private banking team to meet financial targets.
• Ensure compliance with regulatory guidelines.

Skills

Strong soft skills in listening

Communication

Conflict management

Attention to detail

Education

Bachelor’s Degree in Business, Finance, or related field

Job description

Brief Summary

Join our dynamic team as a Product Specialist, where you will play a key role in executing transactions and managing private banking product offerings, ensuring a seamless experience for our clients.

Responsibilities

• Coordinate execution requests from private banking relationship managers and investment consultants while performing trade executions.
• Ensure prompt and accurate execution of transactions.
• Monitor transaction statuses and provide reports on trade activities.
• Liaise with vendors and counterparties, proactively engaging to guarantee adequate execution support.
• Oversee product onboarding and analyze product portfolio ratings.
• Collaborate with the private banking team to meet financial targets.
• Ensure compliance with regulatory guidelines and adhere to internal policies.

Requirements

• Bachelor’s Degree in Business, Finance, or a related field; Diploma holders with relevant experience will also be considered.
• 3 to 5 years of relevant experience in private banking or wealth management products.
• Possession of licenses in FMRP, M1A/M1B, and M6A.
• Strong soft skills in listening, communication, and conflict management.
• Attention to detail to ensure work accuracy.