Operation Analyst

1 week ago

Downtown Core, Singapore AutoWealth Full time

**Who Are We?**

Through our innovative technology, we have digitized and automated the entire investment advisory value chain - from investment consultation to portfolio construction to investment management

With our proprietary algorithm, we have outperformed ALL unit trusts with a similar global investment mandate available in Singapore over the last 3 years. Yet, through automation, we were able to keep our workforce lean and provide such services at approximately ¼ the fees of traditional financial services.

Since launch, we have amassed thousands of clients, including Fortune 500 MNCs, & hundreds of millions of AUM, and have since been featured on Channel NewsAsia, Fintechnopreneur, Straitstimes, Business Times and Zaobao.

We are backed by 2 listed financial institutions.

**Specific Responsibilities**:
Front-end operations including
- Customer acceptance checking and onboarding including
- Review documented evidence for accuracy and against self-assessed KYC/AML/CDD checklists for customer approvals
- Coordinate acquisition of supporting information for account opening and financial situation documentation
- Verify documents and customer identities
- Conduct periodic reviews of onboarded customer accounts for money laundering, CFT, and Proliferation Financing warning signs
- Answering clients’ queries and assisting with requests.

**Back-end operations including**
- Fund injections
- Facilitating trade executions
- Perform trade reconciliation which includes
- Resolve breaks to manage the associated risks
- Conduct checking, valuing, and reconciliation of portfolios
- Identify portfolio exceptions and breaks to conduct resolution activities
- Identify relevant general ledger and sub-ledger accounts used in product accounting for key transactions
- Identifying and solving issues relating to the performance and efficiency of the business operation

**What Should Your Background Be?**
- Graduated with a Polytechnic Diploma or Bachelor's Degree
- Nice to have: specialisation in finance
- Nice to have: experience in client facing roles

**What is in for you**
- Gain experience in the full spectrum of wealth management value chain
- Learn how to engage retail investors & vendors professionally
- Gain an understanding of financial technologies

Pay: $3,200.00 - $3,500.00 per month

**Benefits**:

- Flexible schedule
- Gym membership
- Health insurance
- Work from home

Schedule:

- Monday to Friday

**Education**:

- Local Polytechnic Diploma (required)

Work Location: Hybrid remote in Singapore 079906

Application Deadline: 31/05/2025
Expected Start Date: 16/06/2025

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