Career

Responsible to actively solicit and drive sales and achieve business KPI. Manages and support clients’ investment portfolio.

Requirements:
• Possess relevant licensing qualification with relevant regulators.
• Preferably with minimum 3 years of experience in related industry.
• Good networking / clientele base is an advantage.

• Responsibilities include the following; other duties may be assigned as required.
• To analyse, design, and develop web application, and implementation. Enhanced the existing system for further improvement.
• Research best practices and determine appropriate architecture, and other technical solutions, and make relevant recommendations.
• Communicate to the Project Manager with efficiency and accuracy on any progress or delays.
• Assist in application software maintenance/support and backup.

• Degree/Diploma in Computer Science or Information Technology
• 3 years minimum web programming experience, including .NET, ASP.NET, VB.NET, C#.NET, HTML, XML, Javascript, PHP, Flash
• Good working experience with relational database systems such as Oracle, MySQL or MSSQL and possess knowledge of MS Windows web server
• Knowledge of security, desktop application, mobile applications, and hardware technical knowledge will be an advantage

• Maintaining the unit trusts funds accounting matters including accounting entries, audit, tax, income distribution, and unit holders reporting ensuring completeness, accuracy, and conformity to statutory reporting requirements and timeline.
• Prepare Unit Trust Funds monthly accounts & bank reconciliation.
• Prepare Unit Trust Fund’s Quarterly, Semi-Annual & Annual Unitholders reports.
• Input daily/monthly transactions in the MYOB system.
• Liaises with external parties such as Auditors, and tax agents.
• Monitor and prepare accrual of expenses for the Funds.
• Prepare and monitor Fund’s Tax revision and Tax computation submission.
• Other works/tasks assigned by the Head of Fund Accounting/Senior in charge.

• Candidate must possess at least Bachelor’s Degree/Post-Graduate Diploma/Professional Degree in Finance/Accounting or equivalent.
• Knowledge of financial and accounting procedures.
• Required Skill(s): Finance Software, MS Office.
• Excellent analytical skills.
• Candidate must possess excellent planning and organisation skills, communication skills, and be deadline-sensitive.
• Strong work ethic, able to manage confidential data.
• Possess the ability to work independently as well as in groups.

• Responsible for supporting the Sales team by providing unbiased specialised expertise/views required in managing wealth-related investment products e.g.: reviewing the clients’ portfolio, fund/house strategy updates and other technical questions.
• Work closely with the investment/product development team on investment-related matters such as market and fund updates, outlook, and strategy.
• Manage and participate to promote investment products by assisting with client events, tea talks, joint sales calls, and giving unbiased product briefings to the sales team/customers as and when required.
• Coaching Sales Representatives on key features in investment products.
• Responsible for producing investment materials in support of Sales & Marketing channels – e.g., market outlook slides, client proposals, updates relating to fund-specifics, and client portfolio reports.

• Degree in Finance/Economics/Business.
• 3-4 years of working experience in Financial Market or Asset Management Companies.
• Professional certifications and knowledge of Lipper/Bloomberg will be advantageous.
• Possess strong knowledge of investment, markets and research.
• Independent, self-motivated with a strong sense of urgency.
• Good interpersonal, communication, and presentation skills.
• Proficiency in Microsoft Office especially MS PowerPoint for slides presentation.

• Identify opportunities, develop relationships with Institutional investors in institutional market channels, and explore other potential markets and institutions.
• Secure appointments, prepare proposals, and respond to RFI/Due Diligence documents for prospective clients.
• Present proposals to potential investors, during conferences or any other business opportunities, where applicable.
• Follow up on prospective clients / Proposals made.
• Maintain regular contact with Institutional clients to foster a closer relationship for potential referrals, upsell, and cross-sell of products.
• Servicing and relationship manager for institutional clients.
• To plan and develop the assigned marketing channel for the distribution of products.
• Actively participate and collaborate with all involved departments for company events on customer acquisition and/or retention as well as provide ideas and feedback on products and marketing plans.
• To work closely with the Head of Sales, Operations, and Compliance departments.
• Maintain high credibility and competency level.
• Fully comply with rules and regulations issued by the SC, FiMM, FPAM, and other relevant regulators.
• Prepare, monitor, and submit periodic performance reports to the CEO / Head of Sales / Superior.

• Bachelor’s degree in Business Admin/Finance/Accounts or any other relevant qualification.
• 5 years of experience managing Corporates/GLCs clients (dealing experiences with c-suite executives will be an added advantage).
• Previous experience in client-facing roles with proven track record on growing and maintaining relationships through value added service and commercial skills.
• An entrepreneurial approach for business origination and developing new relationships.
• Demonstrated good interpersonal skills.

Job Description

• Able to handle part/full stream of operations such as assisting in preparing and updating the funds’ cash flow, registration of the funds’ assets such as money market, bond, and securities for fund valuation.
• Responsible for recording transactions related to client portfolios, checking accuracy and resolving problems involving portfolios.
• Responsible for cash placements and trade settlements for clients’ portfolios.
• Responsible for weekly and monthly portfolio reporting for fund managers & clients.
• Handling operational matters of Clients’ investment portfolios/funds & providing back-office support to fund managers and Compliance Officer.
• Other administrative duties assigned by the manager.

Requirements:

• Candidate must possess at least Bachelor’s Degree/Post-Graduate Diploma/Professional Degree in Finance/Accounting or equivalent.
• Knowledge of financial and accounting procedures.
• Required Skill(s): Finance Software, MS Office.
• Excellent analytical skills.
• Candidate must possess excellent planning and organisation skills, communication skills, and be deadline-sensitive.
• Strong work ethic, able to manage confidential data.
• Possess the ability to work independently as well as in groups.