About the role
AI summarisedThis role is for a Trade Support professional in Private Banking, responsible for supporting trade execution, settlement, and reconciliation processes. The position involves liaising with clients and internal teams to ensure smooth trade operations and compliance with regulatory requirements.
BusinessFull-timeGeneral
Key Responsibilities
- Support trade execution and settlement for private banking clients
- Perform trade confirmation and reconciliation
- Monitor and resolve trade discrepancies and fails
- Liaise with clients, brokers, and custodians on trade-related matters
- Ensure compliance with internal policies and regulatory requirements
- Assist in client onboarding and documentation
- Prepare trade reports and management information
- Handle ad-hoc projects and process improvements
Requirements
- Degree in Finance, Business, or related field
- Minimum 2 years of trade support experience in private banking or wealth management
- Strong knowledge of financial products (equities, fixed income, derivatives)
- Proficiency in Bloomberg and other trading platforms
- Excellent communication and interpersonal skills
- Detail-oriented with strong analytical skills
- Ability to work under pressure and meet deadlines
- Knowledge of AML/KYC regulations
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Team player with a proactive attitude