
Associate - APAC Private Wealth Solutions
Salary undisclosed
Checking job availability...
Original
Simplified
- Facilitate an exceptional client experience to Asian and Australian investors as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Understand and explain relevant AML/KYC requirements and support the completion of the subscription process.
- Support the external transfer agent as required to ensure investors are in good order with AML/KYC requirements.
- Liaise with clearing and custody, global distribution partners, and technology platforms to support investor transactions, reporting, inquiries, and general support.
- Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
- Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
- Assist with various projects and analyses for the private wealth and business development teams.
- Support the initial and on-going diligence of distributors and platforms.
- Team player with a strong work ethic and an interest in private markets and/or private wealth.
- Strong project management skills.
- Ability to work independently while being a collaborative team player.
- Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
- Committed to meeting deadlines and progressing workstreams across multiple teams.
- Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
- Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
- Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Experience with client service, investor relations or other roles where proactive external and internal communications was required.
- Bachelor's degree in administration, finance, accounting, business, or other related degree
- Minimum 3 to 5 years of client service or private wealth operations experience.
- Working knowledge of Asian Banks and Wealth Managers as well as platforms
- Facilitate an exceptional client experience to Asian and Australian investors as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Understand and explain relevant AML/KYC requirements and support the completion of the subscription process.
- Support the external transfer agent as required to ensure investors are in good order with AML/KYC requirements.
- Liaise with clearing and custody, global distribution partners, and technology platforms to support investor transactions, reporting, inquiries, and general support.
- Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
- Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
- Assist with various projects and analyses for the private wealth and business development teams.
- Support the initial and on-going diligence of distributors and platforms.
- Team player with a strong work ethic and an interest in private markets and/or private wealth.
- Strong project management skills.
- Ability to work independently while being a collaborative team player.
- Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
- Committed to meeting deadlines and progressing workstreams across multiple teams.
- Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
- Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
- Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Experience with client service, investor relations or other roles where proactive external and internal communications was required.
- Bachelor's degree in administration, finance, accounting, business, or other related degree
- Minimum 3 to 5 years of client service or private wealth operations experience.
- Working knowledge of Asian Banks and Wealth Managers as well as platforms