International Private bank- Investment Professional- Analyst
: Job Details :

Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Fluent in Mandarin and English Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelors Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualificati...Team Leader, Analyst, Investment, International, Client Advisor, Private, Banking