Wealth Client Servicing & Trade Support Associate

TAURUS WEALTH ADVISORS PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading multi-family office in Singapore is seeking a driven individual for a Client Servicing role. Ideal candidates will have at least 2 years in Wealth Management, strong organizational skills, and proficiency in client servicing. The position offers growth opportunities in a dynamic environment, with responsibilities including support for trade execution and compliance with regulations. Please send your CV to apply.

Qualifications

• At least 2 years of relevant experience in client servicing functions in Wealth Management.
• Proficiency in preparing worksheets and documents.
• Understanding of industry regulations and compliance requirements.

Responsibilities

• Provide support to Financial Advisors and Investment Counsellors.
• Liaise with relevant service providers to manage trade placements.
• Ensure compliance with the Company’s policy and regulatory requirements.

Skills

High standards of ethics and conduct

Excellent organizational skills

Ability to multi-task

Problem-solving skills

Education

CMFAS certifications

Academic or Professional qualifications in Finance

Job description

A leading multi-family office in Singapore is seeking a driven individual for a Client Servicing role. Ideal candidates will have at least 2 years in Wealth Management, strong organizational skills, and proficiency in client servicing. The position offers growth opportunities in a dynamic environment, with responsibilities including support for trade execution and compliance with regulations. Please send your CV to apply.