We are looking for a resourceful and detail-oriented individual to support our licensed Wealth Advisors and business partners in managing high-net-worth clients on various wealth product solutions. This role blends client onboarding, trade execution, operational support, and presentation preparation — with a strong emphasis on service quality and market awareness.
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🎯 Key Responsibilities:
🔹 Client Onboarding & Documentation
• Assist Advisors in onboarding of clients to our licensed investment partners.
• Prepare and submit account opening and KYC documentation in compliance with regulatory requirements.
• Liaise with platform providers to ensure smooth onboarding and timely account setup.
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🔹 Trade Execution & Order Management
• Receive trade instructions from clients and execute across various asset classes: Fixed Income, Structured Products, Equities, ETFs, Funds.
• Ensure accurate and timely trade execution; follow through with confirmations and settlements.
• Maintain organized trade records and assist with trade-related follow-ups.
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🔹 Reporting & Advisor Support
• Aid with client presentation purposes, preparing portfolio review reports and updates for Investment Consultant and Advisors.
• Coordinate with internal records and platform data to ensure information is clear and presentable.


🔹 Operational & Cash Movement Support
• Guidance on deposit and withdrawal processes across platforms.
• Track and follow up on inward/outward fund transfers.
• Clear loan interest and custody fees on a scheduled basis or upon request.
• Support reconciliation and escalate any platform issues or discrepancies.
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🔹 Market Monitoring & Product Trends
• Stay updated on market developments and trending investment structures.
• Share relevant product ideas.
• Coordinate with platform representatives or issuers to obtain structured product term sheets and quotes.

• Degree in Actuarial Science, Finance, Banking, Business, or related field.
• 1–3 years of experience in private wealth, investment operations, or EAM support.
• Strong understanding of financial instruments: bonds, equities, funds, structured notes.
• Meticulous, organized, and comfortable working with numbers and reports.
• Good communication skills and a service-oriented attitude.
• Proficient in English; Mandarin or Malay is a plus for regional client engagement.