Operations Associate, Wealth & Asset 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

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.