🔹 Client Onboarding & Documentation

• Assist Advisors in onboarding of clients to our licensed investment partners.
• Prepare and submit account opening and KYC documentation in compliance with regulatory requirements.
• Liaise with platform providers to ensure smooth onboarding and timely account setup.

🔹 Trade Execution & Order Management

• Receive trade instructions from clients and execute across various asset classes: Fixed Income, Structured Products, Equities, ETFs, Funds.
• Ensure accurate and timely trade execution; follow through with confirmations and settlements.
• Maintain organized trade records and assist with trade-related follow-ups.

🔹 Reporting & Advisor Support

• Aid with client presentation purposes, preparing portfolio review reports and updates for Investment Consultant and Advisors.
• Coordinate with internal records and platform data to ensure information is clear and presentable.

🔹 Operational & Cash Movement Support

• Guidance on deposit and withdrawal processes across platforms.
• Track and follow up on inward/outward fund transfers.
• Clear loan interest and custody fees on a scheduled basis or upon request.
• Support reconciliation and escalate any platform issues or discrepancies.

🔹 Market Monitoring & Product Trends

• Stay updated on market developments and trending investment structures.
• Share relevant product ideas.
• Coordinate with platform representatives or issuers to obtain structured product term sheets and quotes.

✅ Ideal Candidate Profile:

• Degree in Actuarial Science, Finance, Banking, Business, or related field.
• 1–3 years of experience in private wealth, investment operations, or EAM support.
• Strong understanding of financial instruments: bonds, equities, funds, structured notes.
• Meticulous, organized, and comfortable working with numbers and reports.
• Good communication skills and a service-oriented attitude.
• Proficient in English; Mandarin or Malay is a plus for regional client engagement.

📌 Bonus Skills:

• Experience handling structured products, loan management, or leverage accounts.
• Familiarity with FX transfers, custody billing, and platform workflows.
• Exposure to private bank systems or CRM/reporting tools is an advantage.