Private Banking Investment Products & Dealing Lead

greenlane private ltd.; Singapore; Presencial; SGD 110 000 - 170 000; Tempo integral

Resumo da oferta

Greenlane Private Ltd. in Singapore seeks an experienced Private Banking professional to support the Hong Kong Investment Products Team and service High-Net-Worth clients.

You will provide investment market updates, product insights and ideas, and assist in the placement and execution of OTC and listed trades across FX, Bonds, Equities, Funds and Structured Products. Collaborate with RMs and cross-functional teams to enhance processes and documentation.

Qualificações

• University degree in Finance, Economics, Business, Banking or a related discipline.
• 5–7 years of relevant experience in Private Banking, Wealth Management or Investment Products.
• Hands-on exposure to FX, Bonds, Equities, Funds or Structured Products.
• Strong understanding of investment products and wealth management practices.
• Existing CACS Modules 1 & 2 and CMFAS modules (M1, M2, M6, M7 and MS) are mandatory.
• Strong written and spoken English; business proficiency in Mandarin preferred.

Responsabilidades

• Support the growth of a Private Banking franchise serving High-Net-Worth (HNW) clients.
• Provide investment market updates, product insights and investment ideas; assist with OTC and listed trades.
• Act as a product and dealing contact for Private Banking Relationship Managers.
• Conduct market, product and competitor analysis to identify opportunities and translate needs for system enhancements.
• Perform due diligence and product reviews for new investment products and periodic reviews of existing products.
• Collaborate with the Hong Kong Investment Products Team to develop and distribute investment ideas and insights.
• Oversee dealing infrastructure, processes and systems; seek efficiency improvements.
• Manage sales documentation, product agreements, dealing procedures and SLAs with governance.
• Work with Technology, Operations, Compliance, Risk and other stakeholders to ensure smooth launches and operations.
• Monitor regional market practices, investment trends and regulatory requirements.
• Support ad-hoc product, dealing and business initiatives as required by Head of Private Banking.

Conhecimentos

English proficiency

Mandarin proficiency

Analytical skills

Interpersonal skills

Communication skills

Formação académica

University degree in Finance, Economics, Business, Banking or related discipline

Descrição da oferta de emprego

Greenlane Private Ltd. in Singapore seeks an experienced Private Banking professional to support the Hong Kong Investment Products Team and service High-Net-Worth clients.

You will provide investment market updates, product insights and ideas, and assist in the placement and execution of OTC and listed trades across FX, Bonds, Equities, Funds and Structured Products. Collaborate with RMs and cross-functional teams to enhance processes and documentation.