Job Description

Location: Tanjong Pagar

Industry: Fund Management

Responsibilities:

• Support Management and Relationship Managers in their daily business activities.
• Involve interfacing with clients (mostly originating from South-East Asia and North Asia regions) and assisting Relationship Managers in taking and executing clients\xe2\x80\x99 instructions.
• Ensure timely client onboarding, transaction processing and service delivery for the firm\xe2\x80\x99s clients.
• Covering duties such as (but not limited to) placing trade orders, funds monitoring, processing documentation for bank brokerage, account openings and updating instruction checklists.
• Liaise with the firm\xe2\x80\x99s partners and counter-parties such as private banks, securities firms, investment banks, custodian banks, fund administrators, legal firms, accounting firms, trustees etc, for matters related to clients\xe2\x80\x99 trading and account maintenance requirements.
• Follow up on deals reconciliation, settlement and reporting of trades and investment transactions across different asset classes (to be centrally managed under the Company\'s proprietary system).
• Manage multiple projects and ongoing transactions and coordinate across different countries\xe2\x80\x99 time zone to ensure timely delivery of set objectives.
• Prepare presentation materials such as PowerPoint, initiating project/process enhancement.
• Prepare and market new funds or other investment products for both internal and external parties (working closely with the Company\'s internal investment & portfolio team).
• Conduct KYC, customer due diligence, management and filing of clients\xe2\x80\x99 and firm\xe2\x80\x99s documents.
• Deliver best-in-class customer service to all internal and external clients.

Requirements:

• Must have minumum 2 years of proven work experience in the role of client relationship management, business development or fund management support role
• Bachelor\xe2\x80\x99s Degree or Diploma or equivalent in a related field of study
• Excellent inter-personal skills
• Able to work with tight deadlines to ensure timely deliverables

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

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