Investment Operations Executive (One Year Contract) - Geylang
IPP Financial Advisers Geylang Part-time
Job Scope:
- Handle day-to-day investment operations/ submission matters. Conduct pre-submission and post-submission checks on investment submissions.
- Liaises with fund houses & investment administrator platforms on operation matters
- Daily transactions data entry into Company’s Client Database
- Handling and responding to queries from Financial Advisory Representative (FAR).
- Assist other departments in operational matters when necessary.
- Any other responsibilities and ad-hoc duties assigned.
- Assist Director on administrative and operational matters.
Requirements:
- Diploma holder with working experience in Financial Services preferred
- Prior working experience in fund or IFA operations preferred
- Ability to work effectively with others, be prepared to take a supportive role where required, assist others at short notice
- Able to work independently with minimum supervision, meticulous, adaptable with ability to work under pressure
- Proficient in MS Office applications and end–user computing skills
IPP Financial AdvisersToa Payoh, 4 km from Geylang
Job Scope:
• Handle day-to-day investment operations/ submission matters. Conduct pre-submission and post-submission checks on investment submissions.
• Liaises with fund houses & investment administrator platforms on operation matters
• Daily...
KGI SECURITIES (SINGAPORE) PTE. LTD.Geylang
Key Responsibilities
Client Servicing and Administration
• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review...
Geylang
and operations.
• Prepare and lead presentations to senior management and investors.
Job Requirements:
• Bachelor’s degree or higher in Engineering, Energy, Finance, Economics, Business, or a related discipline.
• Minimum 3 years of relevant experience...