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Investment Product Assistant
1 week ago
Business Overview
UOB Kay Hian Pte Ltd is a leading financial services company, providing comprehensive wealth management and investment solutions to its clients. We pride ourselves on delivering exceptional service and building long-term relationships with our customers.
As an Investment Product Assistant, you will play a key role in the trade operations team, supporting the processing of trades and ensuring seamless settlement and reconciliation. Your strong organizational skills and attention to detail will enable you to build effective relationships with counterparties, internal teams, and external stakeholders.
Main Duties
- Support the trade operations team in processing trades and maintaining accurate records
- Develop and maintain relationships with counterparties, internal teams, and external stakeholders
- Collaborate with the marketing team and fund houses on account opening, fund onboarding, and other regulatory documentation
- Provide exceptional customer service and sales support to internal and external counterparties
- Contribute to ad-hoc projects aimed at improving and streamlining existing processes and supporting new business initiatives