Job Description

Flintex Consulting Pte Ltd

Location:

(50000) , ,

Salary:

RM 4500

Type:

Permanent

Main Industry:

Job ID:

126792352

Company:

Flintex Consulting Pte Ltd

Posted On:

20 April 2023

To directly influence sales, through client servicing and service recovery, and support sales/RM with administrative and operational duties.
Regular/Daily

• Review any \xe2\x80\x9crejected\xe2\x80\x9d business/cases and salvage.
• Follow up on any new accounts opened online to ensure completeness.
• Liaise with Middle Office and Back Office, including Compliance, to find solutions.
• Follow up with partners and end-clients to clarify, and seek \xe2\x80\x9capprovals\xe2\x80\x9d when required.
• Guide partners on our various processes, including how to use our platforms.
• Prepare list of equity/UT trades to be done and send over to relevant dealing team or operations team.

Weekly

• Consolidate attendance to FAME Webinars and disseminate to partners.

Yearly

• Handle charging of performance fees and withdrawal of dividends; prepare, liaise with partners, recommend system patches when necessary, and reconcile.
• Communicate/email with clients and partners on actions taken

Ad-Hoc

• Update static information on FAME website as and when required.
• Assist RM in compilating market and competitor information
• Work on \xe2\x80\x9cnew\xe2\x80\x9d processes and handle the related operations work for new business initiatives.

Knowledge, Skills & Competencies:

• Sound communication and customer relationship management skills with positive attitude
• Good interpersonal skills.
• Goal oriented.
• Proficient in MS Office in general, and especially in Excel.
• Proficient with modern communication tools such as Zoom or TEAMS.
• Familiar with banking/investment products, operations and relevant policies and procedures.
• Good command of both verbal and written English for handling English speaking people.

Qualifications & Experience:
Minimum (equivalent) degree level; or lower with 2 years of experience

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