Business Support Manager (Asset, Wealth Mgmt, up to $6k) (ID: 672896) - #1107277

Responsibilities

Administration:  

• Undertaking preparatory work in new funds establishment, processing subscriptions & redemptions.

• Providing ongoing support in monitoring client portfolios.

• Coordinating investment analysis and reports.

• Managing bank and brokerage accounts: annual reviews, opening, and closing of accounts, etc.

• Managing governance matters including but not limited to document notarization, maintaining records of authorised signatory(s), preparing materials for board meetings, and recording minutes, etc.

Client Relationship Management:

• Managing new client onboarding, performing KYC/due diligence compliance checks and AML screening.

• Support business development and respond to clients’ enquiries.

Partner Liaising:  

• Liaising with our partners and counter-parties such as auditors, private banks, securities firms, investment banks, custodian banks, fund administrators, legal firms, accounting firms, trustees, etc., for annual regulatory review and any matters related to clients’ services.

Transaction Support:

• Transaction execution, settlement and reconciliation, managing corporate action.

• Monitoring trade instructions, portfolio guidelines, etc.

Office Management:

• General office administration and management.

Requirements

• Prior experience in the administration of corporate and compliance matters.

• Bachelor’s Degree in Business/Finance or Accounting.

• Minimum 3-5 years working experience in Client Servicing, Operations, and/or Sales Support, preferably within Financial Institutions. Having relevant experience in Compliance and Internal Audit will be a bonus.

• Meticulous, accurate, and attention to detail, even when under pressure.

• Ability to adapt to changing demands and handle with tact and discretion.

• Good team player with a strong willingness to participate and help others.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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