Responsibilities:
· Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.
· Manage client interactions across various market segments, including retail and corporate.
· Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.
· Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.
· Apply knowledge of client onboarding requirements and regulations.
· Assist with account onboarding and trade submissions within set timeframes.
· Maintain familiarity with equities and wealth management products.
· Generate standard and customised analytical reports for channels and B2B partners to inform decision-making.
· Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes.
· Develop skills in RPA and related technologies to improve process efficiency.
Requirements:
· Ability to work independently and complete tasks with minimal supervision.
· Organised, attentive to detail, and demonstrates strong follow-up abilities.
· Willingness to acquire new technological competencies and knowledge.
· Possession of a recognised diploma or degree in any discipline; finance qualifications from English-based universities are preferred.
· At least 1-3 years of relevant work experience is preferred.
· Effective communication and interpersonal skills in Mandarin and English are core requirements. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.
· Working hours align with Singapore’s standard business hours (9a.m.-6p.m.) and public holidays.
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Unison Consulting was launched in Singapore on September 2012, the hub of the financial industry, with innovative visions in the technocratic arena. We are a boutique next-generation Technology Company with strong business-interests in Liquidity risk, ...
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