• Onboarding client accounts, statement of advice formatting, posting and preparation, advice implementation and managing client data.
• You will be responsible for checking and monitoring assets transfers, placing buys and sells on investment funds, managing withdrawals and contributions.
• Communicate effectively and timely with Advisers, Partners, Client Services team members and Corporate staff.
• Ensure all client related tasks are completed in accordance within regulation standards.
• Liaise with financial institutions to ensure clients’ needs are met.
• Establish and maintain datafeeds, client cost base data and account amendments.
  
  
  

• Bachelor’s degree in related field.
• At least 4 years of client services experience within the Financial Planning or Wealth management industry.
• Experience from Australian banks or financial institution on the same capacity.
• Basic to extensive client implementation experience.
• Experience working on Investment Platforms.
• Excellent client and stakeholder relationship skills.
• A genuine team player with the ability to empower other people to learn and develop.
• A professional with the desire to build their own team and exceptional client experience.
  
  
  

• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
• Industry and role-related training.
• Ongoing career opportunities.
  
  
  

Please refer to job description.