Job Description
Wealth Advisory and Asset Management Firm in Asia Pacific seeking a highly driven and dynamic individual to join our Client Servicing team. The role offers the opportunity for growth and self-development within a rapidly growing business environment. Responsibilities: Provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of Client trades with the Banks or Prime Brokers with whom our Clients maintain their accounts.
Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage the end to end process for placement and settlement of trades placed on Client accounts (including bulk order placements and split of the same following settlement)
Comprehend and follow varying trade and order placement operational modalities instituted by different Banks and Prime Brokers
Ensure the operational processes are performed in compliance with the Company's policy and regulat...
Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage the end to end process for placement and settlement of trades placed on Client accounts (including bulk order placements and split of the same following settlement)
Comprehend and follow varying trade and order placement operational modalities instituted by different Banks and Prime Brokers
Ensure the operational processes are performed in compliance with the Company's policy and regulat...