About the Role
The Private Wealth Management (PWM) Margin Lending team is responsible for ensuring client accounts remain within approved exposure limits and taking appropriate action when borrowing capacity limits are exceeded. The team works closely with business partners, risk management, credit, and technology teams to ensure margin calls are accurately calculated, issued, and resolved in a timely manner.
Key Responsibilities
• Calculate and issue margin calls for Private Wealth Management clients.
• Validate and ensure all margin calls are issued accurately and within required timelines.
• Monitor client accounts and exposure levels, ensuring timely resolution of outstanding margin requirements.
• Respond to incoming queries and collaborate with various stakeholders across Risk, Credit, Technology, and Operations teams.
• Investigate, resolve, and escalate client disputes and operational issues where necessary.
• Support daily regulatory reporting obligations across business lines.
• Identify opportunities to enhance operational processes, controls, and efficiency.
• Participate in regional and global projects, including process improvement initiatives, system enhancements, and operational change management.
• Assist with inquiry management and client-related requests.
Requirements
• Bachelor's Degree in Finance, Business, Economics, Accounting, or a related discipline.
• Prior internship experience within financial services, banking, asset management, or capital markets is required.
• Basic understanding of financial products and financial markets.
• Strong analytical and numerical skills.
• Experience working with large datasets and operational workflows is advantageous. Skills & Competencies
• Strong Excel skills and ability to analyze large volumes of data.
• Excellent analytical and problem-solving abilities.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• High attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong stakeholder management and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• Ability to work independently as well as collaboratively within a team environment.
• Motivated, enthusiastic, and committed to delivering high-quality results.
• Strong client service orientation and professional approach.
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"This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).e2i is the empowering network for workers and employers seeking employment and employability solutions.e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to RMA Groups’s PDPA and e2i’s PDPA."
We regret to inform that only shortlisted candidates will be notified.
If you are keen to know more about this role, please email Syasya at nurilyana.syasya@rmagroup.com.sg and send your resume in MS Word format. Note that only shortlisted candidates will be contacted.
Nurilyana Syasya (EA Regn No: R25157984)
RMA Consultants Pte Ltd (EA Licence No: 93C4403)
