Leading the Investment Team Review prospective/existing client portfolios Client management and retention Attend and respond to customer queries professionally Provide timely and relevant investment advisory services given client’s financial objectives and needs profile Utilise in house advisory platforms to deliver…
Key Responsibilities Ensure timely and accurate monthly and quarterly closing, including balance sheet reconciliations Prepare financial reporting packages Managing budgets and forecasts Provide financial information and support to management Communicate with auditors, tax consultants, IRAS, and other local authorities Ensure…