The successful candidate for this highly strategic position will be responsible for providing support for the company's Wealth Management Department. He/she will oversee the WM Administration team procedures as well as relationships with counterparties. He/she will work with in house WM and their HWN clients, supporting a variety of servicing inquiries and operational functions. He/she will be responsible for driving client satisfaction, leveraging on a team of 3 skilled assistant delivery and servicing capabilities. The WM Administration team is the first line of operational / business liaison service and support to the WM.

Responsibilities
Team leadership and WM Business management

• Supervision and Management (recruitment, performance evaluation, leave management and staff well-being) of a team of 3 employees who provide support to Wealth Managers (WM) and their private HNW clients
• Meeting with potential WM candidates and working concurrently with Senior Management towards a final onboarding (commercial terms, contract etc.)
• Cultivating and managing existing WM relationships (20+)
• Developing and maintaining partnerships with private banks and non-banking entities (trustees, insurances, fund managers etc.)
• Pro-active Identification of any internal/external conflict in relation to the smooth management of the WM administration team
• Collaboration with other departments towards the development and implementation of cross-selling initiatives
• Assistance on Ad hoc projects (roll out of new client information management system for instance)
• Development/Planning and implementation of procedures to ensure that regulatory requirements are met (in collaboration with the Compliance Team)

Services to External Asset Managers and their Private Clients

• Provide support to independent asset managers and their private HNW clients
• Liaising with internal (compliance/legal) and external parties (custodians, insurance etc.) to ensure smooth and timely account openings
• Proactive identification of any complex client service issues or service deficiencies - problem resolution and implementation of process improvements
• Assisting with order placement and cash instructions
• Assisting with operational issue (wrong pricing, missed trade etc.)
• Establishing monthly and quarterly commission calculations for the benefit of the WM (from various income sources such as (management fees, bank retrocessions, bank rebates etc.)

Reporting and admin duties

• Monthly and quarterly reporting of WM department metrics
• Supervising of monthly in and out cash transaction monitoring
• Supervising of monthly advisory trades monitoring
• Ad hoc projects, audit requests and regulatory surveys
• Support on other projects as assigned

Requirements

• Significant experience withing the asset management industry
• Relevant degree and background in leading supporting teams
• Deep understanding of the end-to-end client and trade lifecycles
• Organized & have a can-do approach to resolving client requests
• Strong communicator and interpersonal skills
• Ability to develop strong collaborative working style with key internal partners
• Autonomous and service orientated

Stephanie, Liew Wei Yien (Liu Weiyun) EA License No.: 02C3423 Personnel Registration No.: R1543248

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