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Investment Operations Manager (Analyst-Focused Role)

Overview

Our client is a Single Family Office established in 2019, managing a diversified multi-asset portfolio. Due to business expansion and long-term strategic growth plans, they are hiring an investment professional to support the Principal in managing and growing the portfolio.

While the title is “Manager,” this is fundamentally an analyst-driven role. The successful candidate must have a strong research background and the ability to independently analyse deals and investments, formulate investment views, and provide clear buy/sell/hold recommendations across both bankable securities and private equity opportunities.

This role offers a unique opportunity for a hands-on individual to be deeply involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations within a lean and entrepreneurial environment.

Key Responsibilities

1. Investment Research & Deal Analysis (Core Focus)

• Conduct in-depth research and fundamental analysis across asset classes, including public equities, fixed income, funds, and private equity.
• Evaluate private equity opportunities through detailed financial modelling, valuation analysis (DCF, trading/transaction multiples, sum-of-the-parts), and return projections (IRR, MOIC, sensitivity analysis).
• Develop investment theses and provide well-supported buy/sell/hold recommendations for both bankable securities and private market investments.
• Perform industry, macroeconomic, and thematic research to support portfolio positioning.
• Analyse financial statements and assess business quality, risk factors, and capital structures.
• Prepare investment memoranda, recommendation papers, and presentation materials for Investment Committee discussions.
• Support due diligence processes, including financial, commercial, and operational review.
• Participate in company meetings, earnings calls, conferences, and discussions with external managers to gather insights.

2. Portfolio Monitoring & Performance Review

• Monitor performance of bankable assets against benchmarks and risk parameters; conduct attribution and scenario analysis.
• Track private equity portfolio companies against underwriting assumptions and investment cases.
• Review and analyse monthly/quarterly reports from fund managers and portfolio companies, highlighting key risks, variances, and developments.
• Support monthly valuation reviews and consolidated performance reporting.
• Conduct post-investment reviews and performance attribution analysis.

3. Fund Documentation & Investment Operations

• Handling fund documentation and operational matters will form part of the role, including:
• Review and process fund subscription documentation, capital call notices, distribution notices, and (where applicable) transfer documentation.
• Read and analyse monthly/quarterly reports generated by fund managers or fund administrators, summarising key financial and operational updates.
• Support transaction processing (subscriptions, capital calls, redemptions, transfers, trade settlements).
• Liaise with fund administrators, custodians, auditors, and other third-party service providers.
• Maintain proper investment records, data rooms, and documentation tracking.
• Support compliance, KYC/AML documentation, and regulatory reporting requirements.
• Assist in Investment Committee meeting coordination, documentation, and follow-ups.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Minimum 5 years of relevant experience in investment research, asset management, private equity, or fund operations (buy-side experience preferred).
• Strong analytical mindset with the ability to independently assess investments and provide clear recommendations.
• Solid financial modelling and valuation skills.
• Good understanding of private equity deal structures, fund mechanics, and capital flows.
• Experience reviewing fund documents and interpreting fund manager reports.
• Comfortable working in a lean structure where research and operations responsibilities overlap.
• Proactive, intellectually curious, and commercially minded.
• Proficiency in Excel (advanced functions); familiarity with Bloomberg, FactSet, Capital IQ or similar platforms preferred. Python/R is a plus.

We are an established Fund Management Company incorporated in Singapore but with presence in APAC, focusing on high growth technology-related companies in their early to growth-stage. Currently, the group has offices in Singapore, Taipei, Beijing and Shanghai. Currently, it has more than US$550 million funds under management and has invested in over 500 companies and divested more than 450 companies of which more than 115 have been publicly listed.

The Singapore headquarter, which is regulated by the Monetary Authority of Singapore and holds a CMS licence in Fund Management, is looking for a strong finance candidate to support the finance and admin team.

We are looking for a quality support person to join the Finance & Admin department to assist in the corporate accounting and administration for the Company. This person will report directly to Head of Finance & Admin.

Job Description

1. Data entry of Purchasing Invoices, Receipts, Payments and Journal Entries in Dynamics 365 Business Central system
2. Raise payment vouchers and journal vouchers for various disbursements for approval
3. Handle travelling claims and billing issues
4. Handle closing of accounts and prepare full set of accounts within tight deadline
5. Monthly monitoring of cashflows
6. Perform bank reconciliation of all bank accounts for the companies
7. Maintain Fixed Asset Register and ensure that the sub-ledger tie to the general ledger
8. Raise debit/credit note to related parties for payments on their behalf
9. Prepare and submit Quarterly GST, WHT
10. Review proper transaction journals for closing of other entities within the group
11. Assist and prepare relevant supporting for internal and external auditor
12. Prepare annual budget report in Dynamics 365 Business Central system
13. Liaise with external parties such as vendors, landlord, banks, auditor and relevant statutory/ regulatory authorities
14. Handle compliance matters with MAS such as quarterly filing, assist in representative license application, response to MAS Queries and Surveys
15. Assist in ad-hoc admin tasks
16. Provide support in any other matters that the Management and the department/division head requires including adhoc projects etc

Requirements

• Good working attitude (i.e. willing to learn, humble, easy to get along)
• Can work independently and as a team
• Pleasant disposition and initiative
• Meticulous, detailed, resourceful and willing to take up additional responsibility
• Good accounting skills
• Proficiency in MS Excel and Dynamics 365 Business Central knowledge is a must
• Able to speak and write fluently in English and Mandarin
• Able to start work immediately or short notice
• Diploma in Accountancy or its equivalent
• Min 3 years relevant working experience

Job Description & Requirements

Working Hours:

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as an Senior Project Manager, Client Connectivity.

In this role you will: 

• Provide pre-mandate and RFI/RFP consultation and project management expertise for our diverse client base, utilising your deep SME knowledge of Payments, Liquidity, ERP, and Regulatory Solutions.
• Streamline documentation processes using tools like GDOCs to ensure accurate and timely delivery, minimising friction.
• Employ proactive project management methodologies and utilise our scalable organisational design to manage multiple complex and global client projects effectively.
• Serve as the central liaison between internal and external stakeholders across multiple regions, effectively communicating with clients and senior stakeholders.
• Take ownership of client relationships post-sales, leading client communication throughout the project lifecycle and beyond; Ensure every client is able to operate their accounts and services as expected, and project expectations are met before a project is completed.
• Drive continuous improvement initiatives to enhance our Net Promoter Score, providing valuable feedback to Product to improve client experience.
• Collaborate with cross-functional teams globally, including Legal, Operations, IT, Sales, and Product, to optimise internal processes and project delivery; Stay updated on the latest developments in payments products and technology.
• Act as a role model and escalation point for the team, providing training, support and guidance; Drive the strategic priorities of the GPS business, promoting a positive culture by maintaining a balanced approach to work and life, even when under pressure.

To be successful you will need: 

• Extensive experience in building effective client relationships and stakeholder management.
• Proficiency in payments and liquidity product knowledge.
• Previous project management experience and/or relevant qualifications.
• Familiarity with design thinking principles.
• Excellent communication and influencing skills.
• Proven ability to excel under pressure and drive strategic initiatives forward; Ability to manage competing deadlines effectively in real-time.

Opening up a world of opportunity
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited. 

https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22

Job Responsibilities:

·       Conduct comprehensive KYC reviews across various risk categories, ensuring compliance with regulatory requirements and internal standards, including timely monitoring and remediation of expiring records.

·       Perform client identification, verification, screening (PEP/sanctions), and enhanced due diligence such as adverse media checks; escalate suspicious activities and highlight AML concerns to senior stakeholders.

·       Collaborate with internal teams and relationship managers to obtain required information, maintain high-quality review standards, complete QC and approval processes, and address any operational or procedural issues promptly.

·       Escalating high risk matters to relevant team

·       Adhoc tasks and projects as assigned

Job Requirements

·       Minimum Diploma in a related discipline

·       Minimum 3 years of relevant experience

·       Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie(R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number:200611680D. License Number: 10C5117

Job Description

Responsibilities

• Support senior team members on deals from end to end: origination, structuring, execution and distribution/syndication of securitised products and asset backed financing.
• Increasingly manage client relationships and contribute to cross sell activities for the bank.
• Analyse, structure and perform due diligence on transactions that vary in complexity.
• Prepare and/or review term sheets, transaction documents, presentation and marketing materials and internal communications.
• Analyse transactions and recommend appropriate courses of action, prepare and present credit submissions.
• Build effective relationships and influence key internal stakeholders and external parties, such as legal counsel, rating agencies, advisers, trustees and regulators.
• Develop, maintain and use complex cash flow models related to securitisation transactions and/or asset backed finance.
• Ensure compliance with all regulations, guidelines and internal policies.

Requirements

• Entrepreneurial spirit with 2+ years of securitisation / structured credit / asset backed finance experience with a demonstrable track record of successful deal execution.
• Strong credit, structuring and execution skills, combined with commercial acumen.
• Broad exposure to traditional securitised / structured products – ABS, RMBS, CMBS, CLOs, CLNs, Re-packs, Synthetics/SRTs, Trade Finance securitisations.
• Exposure to more esoteric securitisation asset classes e.g. Data Centres and BNPL is desirable.
• Experience with cross-border transactions and exposure to emerging markets e.g. Thailand, Malaysia and Indonesia.
• Familiarity with key legal and regulatory considerations; accounting and tax issues; and hedging techniques relevant to securitisation.  
• Familiarity with relevant regulatory capital rules and rating agency methodologies.
• Independent, self-motivated, results focused, team player with strong learning ability.
• Ability to build effective relationships with key stakeholders (internal and external).
• Ability to multi-task and work under tight deadlines in a dynamic, global and regulated environment.
• Strong written and verbal communication skills.
• Attention to detail, resilient and highly adaptable to changes.
• Post graduate qualifications will be viewed favourably e.g. MBA / Masters / CFA.
• CFMAS license is required

JobDescription:

Roles& Responsibilities:

Youwill be part of a team of seasoned financial professionals. As a RelationshipManager within the Wealth Banking business, you will be responsible forrendering financial advisory to UOB's mass-affluent customers. You are expectedto achieve individual sales target while ensuring accurate and timelycompletion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

JobRequirements

• A recognized university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

The Company is a wholly owed subsidiary of Daiwa House Industry Co., Ltd. in Japan, and is an asset management company that manages Daiwa House Logistics Trust, a real estate investment trust ("REIT") listed on SGX.

The REIT invests logistics and industrial properties in Asia including Japan and ASEAN countries.

The key responsibilities and duties for this position include:

• Assess risks and develop appropriate risk management plans (i.e. self-insurance, technology, etc.) while ensuring compliance/control needs are met in a manner consistent with good business practices
• Plan, establish and execute the Company's business strategies and management planning
• Manage tasks related to general business operations, coordination of regular meeting including board meeting
• Maintain a deep knowledge and understanding of the markets and industry in the target countries
• Ensure that confidential information of the Company is handled appropriately and securely
• Manage and execute of business related to sustainability and ESG
• Manage the Company's policies and procedures
• Manage business related to information securities
• Manage the Company's asset management contracts, including negotiation, creation, cancellation and any changes
• Receive and manage feedback and complaints from clients
• Comply to Company guidelines and work ethics
• Coordinate with the local team, non-executive directors, the parent company (in Japan) and various stakeholders
• Report to parent company in Japan, and execute business strategies as required
• Any other duties, as required by the business needs of the Company

【Job Requirements】

• At least 10 years work experience in real estate industry
• At least 5 years work experience in management position
• Extensive knowledge and tracking records of business planning and general affairs
• Strong ability to implement strategic business plans suited for the Company
• Strong background in customer management
• Experience in general management
• High proficiency in Business level English skill (both written and spoken) to negotiate with relavant stakeholders in Singapore
• High proficiency in Business level Japanese skill (both written and spoken) to negotiate with Japan Headquarters and clients
• Team player and ability to maintain positive working relationship with internal and external parties
• Excellent communication skills
• Excellent analytical abilities and problem-solving skills
• Strong knowledge in auditing and finance, experience with overseas projects is highly desired
• Relationship management skills and openness to feedback
• Excellent negotiation skills
• Good time management skills
• Presentation skills
• Detail-oriented and highly organised

About Sunnystep

Sunnystep is a fast-growing consumer brand building comfortable, stylish, science-backed footwear and lifestyle products. We are scaling across retail, ecommerce, marketplace, operations, product, and regional expansion, with an AI-native operating model at the core of how we work.

We are looking for a Finance Manager who can strengthen financial discipline, improve decision quality, and build systems that help Sunnystep scale from a founder-led business into a more structured, data-driven company.

Role mission

Own Sunnystep’s finance operations, reporting, controls, cash flow visibility, and business finance support. This person should turn finance from a reporting function into a management system that helps the company make faster, sharper, and more profitable decisions.

Key responsibilities

• Own monthly management accounts, financial reporting, and variance analysis.
• Manage cash flow, working capital, payment cycles, and cash visibility.
• Build budgeting, forecasting, and financial planning processes across retail, ecommerce, inventory, marketing, and operations.
• Partner with leadership to analyze profitability, margins, inventory efficiency, store performance, channel performance, and cost control.
• Strengthen internal controls, approval processes, reconciliations, audit readiness, and compliance.
• Manage accounting operations including AP, AR, bank reconciliation, month-end close, GST/tax coordination, and statutory filings with external partners where needed.
• Improve finance systems, dashboards, workflows, and automation using AI/tools where practical.
• Support grant claims, funding, financing, board/investor reporting, and strategic finance projects.
• Build and lead a lean finance team as the company scales.

What success looks like in the first 6 months

• Monthly close is accurate, predictable, and completed on time.
• Leadership has clear visibility on cash flow, profitability, margins, and key financial risks.
• Budget vs actual reporting is operating monthly with clear owners and actions.
• Finance controls are tightened without slowing down strong execution.
• Manual finance work is reduced through better systems, templates, dashboards, or automation.

Requirements

• 3+ years of relevant finance/accounting experience.
• Retail, ecommerce, consumer goods, inventory-heavy, or high-growth SME experience is a strong plus.
• Audit experience is a plus, especially exposure to controls, reconciliations, financial statements, or process improvement.
• Strong accounting foundation and comfort owning month-end close, reporting, reconciliation, controls, and compliance.
• Able to translate numbers into business decisions, not just prepare reports.
• Strong Excel/Google Sheets skills; experience with Xero, ERP, POS/ecommerce/payment systems, BI tools, or automation tools preferred.
• High attention to detail, strong ownership, and ability to operate independently in a fast-moving environment.
• Comfortable building processes from scratch and improving messy systems.
• AI-native mindset: willing to use AI tools and automation to improve finance speed, accuracy, and leverage.
• CPA/ACCA/CA or equivalent is preferred but not required if operating track record is strong.

Ideal profile

Someone who is precise but practical, commercially sharp, systems-minded, and comfortable working directly with founders/leadership. The best fit is not a passive accountant — it is a finance operator who can build the financial backbone for a company scaling fast.

Why join Sunnystep

• Build finance at a high-growth consumer brand with real retail/ecommerce complexity.
• Work directly with leadership on decisions that affect growth, profitability, and cash.
• Shape systems early, not inherit bureaucracy.
• Join an AI-native company where finance is expected to become faster, smarter, and more automated over time.

Company Description

Paradox Singapore is an urban resort that offers guests a sophisticated yet playful blend of traditional refinement and modern elegance. Located in the vibrant river district of Clarke Quay, the hotel is perfect for those looking for a stylish home base during business travel, or a quiet sanctuary to relax and unwind. Our comfortable rooms and spacious suites feature picturesque views of the city's skyline and are equipped with thoughtful amenities for laid-back style without any fuss.

Role Description

This is a full-time on-site role for Finance Manager who is responsible for overseeing the full spectrum of finance and accounting operations of the hotel, ensuring accurate financial reporting, regulatory compliance, strong internal controls, and timely management reporting to support business operations and decision-making

Responsibilities:

• Oversee and maintain the integrity of all accounting records, ledgers, journals, and financial systems
• Prepare monthly financial statements, management reports, variance analysis, and cash flow forecasts
• Review and prepare monthly journal entries, balance sheet reconciliations, accruals, prepayments, and provisions
• Ensure all account allocations and clearance accounts are properly monitored and cleared promptly
• Manage month-end and year-end closing processes in accordance with timelines and policies
• Prepare statutory reports and support compliance with accounting standards and regulatory requirements
• Review and verify all outgoing payments and supporting documentation prior to online bank approval
• Verify employee expense claims, debit/credit note requests, and credit card refunds
• Review daily General Cashier reports, cash journals, and revenue journals to ensure accuracy and compliance
• Review Daily Flash Reports and Daily Operation Packages, including Front Office Paid Outs and High Balance Reports
• Monitor PM/PX accounts and ensure timely follow-up on outstanding balances exceeding 72 hours
• Review Accounts Receivable aging reports and support collection efforts where necessary
• Supervise Accounts Payable functions, including reconciliation with supplier statements and F&B inventory systems
• Oversee payroll processing, payroll journals, and related balance sheet reconciliations
• Review Cost Control month-end closing journals and inventory reconciliations
• Assist in the preparation of annual budgets, forecasts, and financial projections.
• Provide financial insights and recommendations to support operational and strategic decision-making.
• Liaise with external consultants to maximize capital allowance claims and optimize tax efficiency
• Support the handling of corporate taxation, GST/property tax matters, and regulatory compliance
• Act as the key liaison with external and internal auditors, bankers, tax agents, and regulatory authorities
• Ensure compliance with company finance policies, accounting standards, and internal control procedures.
• Continuously review and improve financial processes, controls, and reporting accuracy
• Lead, mentor, and develop the finance team to ensure high performance and professional growth
• Identify training needs and implement development plans, coaching, and performance improvement initiatives
• Participate in recruiting, interviewing, onboarding and training of finance personnel
• Foster a collaborative and service-oriented working environment across departments
• Perform other duties as assigned by management

Key Responsibilities

- Assist with bookkeeping and financial record maintenance

- Support invoice generation, payment tracking, and reconciliations

- Help prepare financial reports and expense summaries

- Maintain accurate accounting documentation

- Support compliance and administrative finance activities

- Work closely with management on budgeting and financial operations

What We're Looking For

- Background in Accounting, Finance, Business, or related fields

- Strong numerical and analytical skills

- Attention to detail and accuracy

- Familiarity with accounting software is a plus

- High level of integrity and confidentiality

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Job Description

• Pricing and developing financial solutions for structured products across Equity, Credit and FX;
• Conduct day-to-day BAU for structured products such as product delivery, client experience, and client communication strategies;
• Pre-trade marketing and post-sales efforts including pitchbook preparation and participation in client meetings;
• Payoff Risk and P&L impact pre-trade and post-trade scenario analysis
• Participation in the launch of new products, features, and capabilities including defining the product/feature and go-to-market strategy through both RM and digital channels
• Ensure end to end product readiness and robustness for product sales, and full compliance with regulatory requirements and the Bank’s internal policies;
• Manage internal and external investment partners and/or vendor relationships, engage in negotiations, manage ongoing relationships, and prepare agreements;
• Work with team members to ensure adequate dealing coverage at all times.

Job Responsible

• Minimal 3 years related experience in structured products especially FX/Bond/Equity-linked products, with solid understanding of end-to-end process;
• Degree in economics, investments or finance will be an added advantage.
• Demonstrated quantitative and analytical skills, with ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Pro-active, self-starter and goal orientated. Possess teamwork skills such as listening, communication and conflict management;
• Effectively bilingual in English and Mandarin as the role requires written communication in Traditional Chinese with Mandarin-speaking colleagues in Taiwan and Wealth Management customers in Greater China.

This is a perm role for one of our banking clients

Job Scope

A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.

Responsibilities

• Manage Relationship Managers (RMs) to achieve key performance targets and sales goals
• Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans
• Follow up on critical updates, clarify team needs, and provide necessary support
• Monitor RM performance against targets and implement corrective actions for underperformance
• Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results
• Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank
• Implement measures to build and maintain a strong RM talent pipeline internally
• Foster teamwork within the team and across cross-functional groups, resolving conflicts promptly and fairly
• Serve as a role model and ambassador for the Bank Brand, exemplifying leadership standards
• Champion Bank initiatives actively within the team and the community served
• Drive sales growth through effective use of the Center’s distribution channels and support cost management in sales activities
• Execute competitive sales and performance strategies including acquisition, cross-selling, market penetration, and client retention
• Analyze business results and cascade insights to the team to inform actions
• Stay informed on market trends and competitor activities to maintain competitive advantage
• Support new product launches and marketing program development and implementation
• Lead marketing efforts for branch products and services to increase visibility and sales
• Build and maintain strategic relationships within the assigned area to enhance franchise profile and generate new business opportunities
• Drive delivery of positive customer experiences by the RM team, ensuring high service standards
• Address escalated customer issues or complaints promptly and efficiently
• Ensure appropriate escalation of issues to Head Office when necessary
• Engage with new or valued customers alongside Relationship Managers to strengthen relationships
• Participate in recruitment by referring candidates and conducting interviews for team vacancies
• Oversee onboarding processes to integrate new hires effectively into the team
• Identify and communicate training and certification needs aligned with sales career development, and monitor compliance with training requirements
• Monitor team adherence to Bank policies and regulatory requirements
• Support administrative investigations and disciplinary actions involving team members as needed
• Oversee team compliance with sales and operational policies to manage risks and achieve excellent audit ratings
• Maintain robust Know Your Customer (KYC) standards in accordance with policy and local regulations
• Report suspicious or unusual transactions timely as required by regulations
• Ensure adherence to appropriate sales practices at all times
• Perform additional duties as assigned to support team and organizational goals

Professional Certification & Licenses

CACS certified CACS I and II

CMFAS certified: M1B, M5, M6, M6A, M8, M8A

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.
By submitting your personal data and/or resume, you will be deemed to have
agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Responsibilities:

You will be responsible for providing administrative and client service support to Relationship Managers (RMs) within the front office function servicing Private Banking clients.

• Support RMs in regard to client account administration, client servicing and retention efforts.
• Liaise with internal departments regarding administrative matters concerning execution and settlement of trades, delivery of securities, corporate action, payment and receipt of funds, renewal and repayment of loans.
• Liaise with other financial institutions and service providers regarding account opening request and other clients’ administrative matters.
• Check daily transaction list to ensure trades are processed correctly
• Prepare and send trade confirmations to clients
• Monitor and arrange for settlement of trades
• Prepare payment orders
• Input orders for securities, forex and money market into system
• Prepare and followup on account opening documentation
• Maintaining and updating of spreadsheets for selected clients
• Print valuation reports and prepare client’s outstanding documents, brochures and investment and research materials for RM’s business trip
• To assist RMs in making sure there are no outstanding items relating to client administration matters

Qualifications

• Min 2 years experience in a Private Banking setup with good understanding of relevant financial products and services in Private Banking
• CACS Paper 1 and 2 is mandatory
• Good language skills i.e. English (verbal and written) according to specific market requirements
• Excellent interpersonal, communication and client interfacing skills
• Meticulous and detail-oriented
• Proactive and collaborative
• Working knowledge of Avaloq is an advantage

Please include your current, expected salary and notice period in your job application.

We regret only shortlisted candidates would be notified.

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