To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.
A strong understanding of the Wealth & Asset Management (WAM) industry. In particular, a good understanding of typical Investment Management processes (e.g. front office, middle office, back office etc), and organizational structures in WAM.
- Assist in ensuring smooth, efficient and timely execution of all day-to-day operational process including but not limited to conduct site inspections, provide training, prepare operations reports and other administrative duties.
Assist in ensuring smooth, efficient and timely execution of all day-to-day operational process including but not limited to conduct site inspections, provide training, prepare operations reports and other administrative duties.
Enterprise & Cross-Functional Project Leadership: Operate as part of an enterprise-level program and project management team, leading and supporting initiatives that span multiple business units and functions. Projects are highly cross-functional and may involve business areas such as Treasury, Legal, Operations and Compliance, as well as investment teams across multiple asset classes.
We are seeking a seasoned Corporate Communications specialist on a freelance or part-time basis to direct and elevate our digital brand presence across LinkedIn, focusing on both our corporate entities and executive leadership profiles. The successful candidate should be able to operate with high autonomy, exhibits sharp editorial judgment, and possesses deep familiarity with the discretion required in private financial markets.
Support the implementation and upkeep of the Compliance Manual (currently V2.0): roll-out to staff, policy acknowledgements and attestations, version control and periodic updates.
Analytical grounding: Comfortable investigating data discrepancies and understanding their portfolio impact. Familiarity with P&L attribution, instrument pricing or portfolio valuation would be an advantage.