Investment Operations Executive (One Year Contract) - Geylang

apartmentIPP Financial Advisers placeGeylang schedulePart-time calendar_month 

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
apartmentIPP Financial AdvisersplaceToa 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...
apartmentKGI SECURITIES (SINGAPORE) PTE. LTD.placeGeylang
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...
placeGeylang
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...