Financial Advisory/Investment Operations

placeBukit Merah scheduleFull-time calendar_month 

Our financial firm has multiple partnerships with investment companies in the industry. We are seeking investment operations to join the team.

Responsibilities:

  • Perform KYC, risk assessment and convert to actionable trade solutions
  • Develop, service and maintain a long term customer relationship
  • Brainstorm investment strategies and recommend portfolio asset allocation solutions for clients
  • Work closely with internal and external partners on referrals and client servicing

Requirements:

  • Diploma/ Degree holder in any discipline from a recognised institution
  • Candidates with no experience are welcome to apply, training will be provided
  • Self driven, result-oriented with good interpersonal skills
  • Experienced hires in investments or financial products have the opportunity to join
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