Investment Associate - Fort Canning
1 month ago
Job summary
The Wealth Management Associate support senior finance director in delivering comprehensive financial solutions to clients and investment partners. This includes client relationship support portfolio administration financial planning coordination and ensuring a high level of client service.Responsibilities
- Serve as key point of contact for clients on administrative and operational matters.
- Assist in onboarding new clients including KYC/AML documentation and account setup.
- Maintain and update CRM systems with client interactions and data.
Job description
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