Investment Officer, Custodian Management
5 months ago
FIND YOUR 'BETTER' AT AIA
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About the Role
Responsible for building and managing relationships with all of AIA’s custodian partners for retail accounts. Drive the overall efficiency of the onboarding new partners, account opening, as well as ongoing managing, monitoring and reporting processes.The main focuses of this position are as below:
Establish an efficient and integrated process of custodian account opening, problem solving for new accounts, due diligence checking and ongoing account asset value monitoring/reporting Build and manage business partnering relationships and as well as onboarding of new custodian partners Responsible for account value updates, maintenances as well as account analytics to support internal analysis and reporting Lead all the requests and issues in relation to custodian account opening and maintenance including but not limited to asset transfer, deduction of charges, buying/selling/replacing assets, top-ups, withdraws, change of particulars Liaise with Asset Managers (appointed by Customer), where applicable, on signing of LPOA and all transaction requests triggered by AIA or client Manage the end-to-end process, and responsible for the overall efficiency of the custodian account opening, managing, updating, and reporting processesOther focus areas include assisting with
accounting issues and vital reporting regular reviews and internal/external audits regulatory and internal reportingAt least 5 years of relevant experiences in financial industry Collaborative, great sense of responsibility and a strong team player Possess a passion for capital markets and dealing with enjoy working with various stakeholders Investment performance reporting / risk analysis experience will be an added advantage Familiar with investment reporting system and MS office applications including Excel, Power Point, Word Strong critical thinking and analytical skills; accuracy and detail orientated Excellent communication skills; able to articulate and verbalise thoughts, ideas, and reasoning Positive and energetic with potential to learn and grow
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Singapur, Singapore AIA Full timeAbout the RoleWe are seeking a highly skilled Investment Officer to join our team at AIA. As a key member of our custodian partnerships team, you will be responsible for building and managing relationships with our custodian partners for retail accounts.Key ResponsibilitiesEstablish an efficient and integrated process for custodian account opening,...
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Singapur, Singapore AIA Full timeAbout the RoleWe are seeking a highly skilled Investment Officer to join our team at AIA. As a key member of our custodian partnerships team, you will be responsible for building and managing relationships with our custodian partners for retail accounts.Your primary focus will be on driving the overall efficiency of the onboarding process for new partners,...
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