Associate, Operations Assets and Wealth Management

Kenanga Investment Bank; Kuala Lumpur; On-site; MYR 48,000 - 68,000; Full time

Job summary

A leading financial institution is seeking an Associate for Operations in Assets and Wealth Management. Responsible for handling transactions related to Unit Trust, Private Retirement Schemes, and more. Candidates should have a degree in Banking, Finance, or Accountancy and preferably 1-2 years of experience. The role entails compiling transactions, ensuring compliance, and supporting process improvements. This job offers an excellent opportunity for fresh graduates to begin their careers in finance.

Qualifications

• Degree holder in Banking / Finance / Accountancy or equivalent.
• Fresh graduate or 1-2 years of related working experience in an asset management company.
• Self-motivated, results-oriented, capable of working with all levels.

Responsibilities

• Handle and process transactions for various financial products.
• Compile transaction bookings from all sales channels.
• Ensure compliance with regulatory requirements.
• Perform end-of-day and month-end processing.
• Prepare periodic and ad-hoc reports.
• Participate in process improvement and system testing.

Skills

Strong interpersonal skills

Problem-solving skills

Self-motivated

Results-oriented

Education

Degree in Banking / Finance / Accountancy or equivalent

Job description

Associate, Operations Assets and Wealth Management

Please note that this job vacancy is for Kenanga Investors Berhad, a subsidiary of Kenanga Investment Bank.

Responsible in handling and processing all transactions in relation to Unit Trust, Private Retirement Scheme, Treasury Products, Equity Broking, Private Investment Products, Insurance, Will Trust and any other plans.

Compile booking of transactions from all sales channels from Branches/IUTAs/ PPA Online Portal to enable timely processing of transactions.

Ensure accurate day-to-day processing of all transactions are carried out within standard turnaround time, and in compliance with regulatory requirements, internal policies, guidelines and procedures on unit trust funds transactions.

Perform End-of-Day and Month-End processing in accordance with checklist and ensure accuracy and completeness of such processing.

Assist to prepare periodic and ad-hoc reports.

Participate actively in end-to-end process improvement and system testing.

To perform the other functions and tasks as and when assigned.

Job Requirements:

• Degree holder in Banking / Finance / Accountancy or equivalent.
• Fresh graduate or 1-2 years of related working experience in asset management company.
• Self-motivated and results-oriented individual with strong interpersonal, problem solving skills and able to work effectively with people from all levels.