- Execute audit plan on a day-to-day basis
- Prepare audit reports for management
- Provide advisory services to departments
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- Prepare user requirements including functions
- Validate by testing actual implementation
- Perform Users Acceptance Test (UAT)
- Sourcing and onboarding of new offshore clients
- Regular review investment portfolios with clients
- Achieve excellence in our clients' experience
- Execute client's order for Wealth Management Dept
- Handle inquiries from client, relationship manager
- Assist the department for projects
- Prepare timely and accurate management information
- Prepare annual financial budget
- Proficiency in Excel
- SFC RA1 & RA2 license
- Solid +9 years’ experience of relevant experience
- Strong knowledge in Securities, Bonds etc
- general secretarial and administrative support
- Prepare & monitor various business reports
- Potential holder of SFC Type 1 & 2
- Prepare timely and accurate management information
- Preparing annual financial budget
- Conduct performance analysis
- Trade processing, support, settlement operations
- Support equity derivatives/fixed income trading
- Progressive career prospects with great exposure
- Insurance operations
- Manage insurance brokerage commissions
- Insurance support and administrative role
- Infrastructure Desktop Support for daily operation
- Drive IT strategy to meet business expansion
- Prepare monthly report for IT resources
- Implementation plan of reactivation program
- Design end-to-end customer engagement journey
- Conduct effective direct marketing campaigns
- Stable & fast-paced MNC with flexible working
- Global Medtech exposure & development opportunity
- Marketing events and promotions for local & APAC
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