Overview

Singapore citizens/PRs are invited to apply for the following position which will offer staff benefits including paid leave, medical insurance etc.

Responsibilities:

·        Oversee day-to-day middle/back-office needs of the Family Office

·        Maintain accurate, up-to-date investment trade documentation and liaison with Banks on settlement follow up.

·        Assist to prepare month-end, year-end account reports in collaboration with external accountants

·        Coordinate with external providers including compliance agent, fund admin, auditors, banks, tax & legal advisors on documentary requirements and reporting

·        Assist and/or prepare investment reports and discussion papers for the Family Board meetings

·        Assist in minutes-taking during board meetings and corporate action matters etc where necessary

·        Perform any other ad-hoc tasks which may include but not limited to administrative duties as assigned from time to time by management

 

Requirements:

·        at least 5 years of operational and/or banking experience; preferably in Private Bank/Wealth Management

·        at least Diploma qualification and above

·        Familiar with basic Accounting/Book-keeping

·        a good understanding of Wealth Management/Private Banking processes and tools

·        a team player who is committed, and detail minded, highly organized, able to work independently and under pressure

·        Proficient in Microsoft Office Applications (Word, PowerPoint, Excel)

Tagged as: accounts, back office, wealth management