13 дней назад
Account Manager (AVP/VP)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager (AVP/VP) (Wealth Management): Supporting relationship managers and ultra-high-net-worth clients across trade execution, account servicing, payments, credit activities, and new account onboarding with an accent on investment products, complex wealth structures, and regulatory documentation. Focus on coordinating cross-functional teams, managing margin and lending requirements, processing client instructions, and resolving operational issues during extended Singapore coverage hours.
Location: BOS Singapore; staggered onsite working hours required, with weekly rotations from 9am to 6pm and 1pm to 10pm
Company
is a global private bank within the OCBC Group, providing wealth management services through an international network.
What you will do
- Support relationship managers with trade execution, investment products, financial advisory services, and client instructions.
- Coordinate with investment advisors, operations, product specialists, credit, compliance, and other stakeholders.
- Check margin status, cash, holdings, disclosures, documentation, account blocks, and trade approvals.
- Manage payments, transfers, cash management, corporate actions, portfolio transfers, and client static data updates.
- Support new account onboarding, discretionary and active mandate setup, and clarification of outstanding client documentation.
- Handle credit applications, renewals, mortgage redemptions, margin calls, leverage accounts, property matters, and credit card activities.
Requirements
- At least 5 years of related experience in UHNW wealth management, client servicing, or front-office sales support at multinational private banks.
- Experience with complex wealth management structures, new account onboarding, formalities, and ongoing documentation.
- Sound knowledge of wealth management products, investment products, lending, leverage, and credit processes.
- Excellent communication, client-interfacing, problem-solving, collaboration, and interpersonal skills.
- Strong attention to detail, independence, resilience, adaptability, and the ability to work effectively in a fast-paced environment.
- Must be able to work staggered hours on a weekly rotation basis, including Singapore coverage from 9am to 11pm.
Nice to have
- Proficiency with Reuters or Bloomberg.
- Completed CACS assessment.
Culture & Benefits
- Openness, teamwork, fairness, and strong cross-divisional collaboration.
- Professional and personal development programmes.
- Attractive remuneration and non-financial benefits.
- Career development opportunities across OCBC Group’s global network.
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