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Operations Analyst (Fintech)

Salary undisclosed

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Who Are We?

We are a regional Robo-Advisory platform (www.autowealth.sg), based in Singapore. We are in the exciting FinTech sector and we are one of the earliest Robo-Advisory platforms serving the retail market to be licensed by MAS.

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

Job Type: Full-time

Pay: $2,800.00 - $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: 24/01/2025
Expected Start Date: 03/02/2025