Client Servicing

TAURUS WEALTH ADVISORS PTE. LTD.

Singapore, Singapore
Not specified
Client trade execution support
Liaise with banks and prime brokers
Multi-task in dynamic environment
TAURUS WEALTH ADVISORS PTE. LTD., a leading multi-family office in Singapore, is seeking a dynamic individual for their Client Servicing team. The role involves supporting Financial Advisors with trade execution and administrative tasks, requiring at least two years of relevant experience in client servicing within the wealth management sector

Job Summary

  • The role involves providing comprehensive support to Financial Advisors and Investment Counsellors regarding the execution of client trades.
  • Candidates must liaise with external service providers to manage the end-to-end process for trade placement and settlement.
  • The position offers opportunities for growth within a rapidly growing multi-family office business environment.

Matching Summary

Match Score: 85

TAURUS WEALTH ADVISORS PTE. LTD., a leading multi-family office in Singapore, is seeking a dynamic individual for their Client Servicing team. The role involves supporting Financial Advisors with trade execution and administrative tasks, requiring at least two years of relevant experience in client servicing within the wealth management sector.

Skills & Requirements

Must-have

  • Client trade execution support
  • Liaise with banks and prime brokers
  • Multi-task in dynamic environment
  • Operational compliance adherence

Nice-to-have

  • Strong organizational skills
  • Teamwork and positive contribution
  • Issue identification and resolution
  • Excel worksheet proficiency

Key Requirements

  • At least 2 years of relevant experience
  • Experience in Private Banking or Wealth Management
  • CMFAS certifications (M5 preferred)
  • Understanding of industry regulations

Work Rights

Not specified

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