Description of Role: Checking, reviewing and authorizing day-to-day operation of Investment transactions (Mutual Fund & Bonds)
Responsibilities:
• Check and authorize investment transactions on daily basis (Mutual Fund & Bonds)
• Work closely with Branch services, Sales, Product Managers and all relevant stakeholders for new product and existing portfolio.
• Enhance day to day operations and initiate process improvement
• Involve or may lead any projects (country / regional) or tasks as assigned
• Complete unit DCFC as assigned
• Escalate any kind of special issues to higher authority
Qualifications:
- Previous relevant experience preferred
- Proficient in Microsoft Office
- General knowledge of client reporting across the industry and our competitor
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor’s degree/University degree or equivalent experience