Admin & Office Executive
PDS Inc1d ago
Singapore
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14,000+ live jobsThe role
Highlights
(a) Focus on sectors and countries identified by the Company.
(b) Have in-depth understanding by examining and assessing economic and market trends, earnings prospects, financial statements, and various other indicators and factors to determine suitable investment strategies.
(c) Liaise with founders of the potential companies, and fund managers, and network with industry professionals.
(d) Monitor closely financial press and keep track of market trends, opportunities, risks, and new investment products.
(e) Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios.
Duties.
(f) Liaise with clients from Europe and possess a good understanding of the Europe market.
What you'll do
1) Take Orders
- Take and place orders for clients.
- Monitor and ensure orders done are processed and settled timely and accurately.
- Follow up on deals reconciliation, and settlement of trades.
- Assist in monitoring and managing portfolios.
2) Client Services
- Assist in any other requests or questions from client and their family, such as (but not limited to) legal advice and activities arrangements.
- May need to contact some ministries including MAS, MOM, and others
- Experienced in the bank / private bank industry.
- Good interpersonal communication skills.
- Proficient in Microsoft software such as PowerPoint, Word, Excel, Acrobat
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