Account Manager with Corporate Secretary
Company Overview
Founded in 2018 as a family office and external asset manager, we have rapidly evolved into a prominent player in Singapore’s financial landscape. In 2020, we achieved a significant milestone, attaining over US$250M AUM. Since then, we have continued to grow – our current AUM stands at over US$400M.
Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape. In the dynamic and complex world of finance, we are our client’s partner in safeguarding and growing our client wealth.
We are have since transformed from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients. With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client’s wealth.
Why join us?
We serve the clients in the pinnacle of the wealth management industry where you will gain valuable experience servicing the top 5% of the industry’s clients. Our team is young and closely knitted whom strives to provide quality wealth management services to our ultra-high net worth clients.
Job Responsibilities
- Assist Relationship Managers in managing a portfolio of high-net-worth clients, providing personalized financial solutions.
- Preparation of financial analysis and position trackers
- Collaborate with other departments (e.g., Wealth Management, Investment Advisory, Compliance) to ensure seamless service delivery
- Support administrative tasks related to account opening, client’s account review, documentation, and client servicing.
- Assist in resolving client enquiry, issues, and concerns in a timely and professional manner.
- Handle the complete scope of corporate secretarial duties including but not limited to company incorporation, company strike off, drafting of routine directors’ and shareholders’ resolutions, maintaining statutory registers and records, and lodgements with ACRA.
- Prepare and review corporate secretarial documents, ensuring clients comply with statutory requirements and government regulations.
- Compile financial statements and schedules for statutory audit, ACRA filing or tax purpose
We’re looking for:
- Poly fresh grad with diploma in Accounting, Business, or a related field.
- Experience in handling of full sets of Accounts
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to work effectively in a fast-paced, dynamic environment.
- Demonstrated professionalism, integrity, and confidentiality.
