Who Are We?
We are a regional Robo-Advisory platform (www.autowealth.sg), based in Singapore. We are in the exciting FinTech sector and we are one of the earliest Robo-Advisory platforms serving the retail market to be licensed by MAS.
Through our innovative technology, we have digitized and automated the entire investment advisory value chain - from investment consultation to portfolio construction to investment management!
With our proprietary algorithm, we have outperformed ALL unit trusts with a similar global investment mandate available in Singapore over the last 3 years. Yet, through automation, we were able to keep our workforce lean and provide such services at approximately ¼ the fees of traditional financial services.
Since launch, we have amassed thousands of clients, including Fortune 500 MNCs, & hundreds of millions of AUM, and have since been featured on Channel NewsAsia, Fintechnopreneur, Straitstimes, Business Times and Zaobao.
We are backed by 2 listed financial institutions.
Specific Responsibilities:
Front-end operations including
- Customer acceptance checking and onboarding including
- Review documented evidence for accuracy and against self-assessed KYC/AML/CDD checklists for customer approvals
- Coordinate acquisition of supporting information for account opening and financial situation documentation
- Verify documents and customer identities
- Conduct periodic reviews of onboarded customer accounts for money laundering, CFT, and Proliferation Financing warning signs
- Answering clients’ queries and assisting with requests.
Back-end operations including
- Fund injections
- Facilitating trade executions
- Perform trade reconciliation which includes
- Resolve breaks to manage the associated risks
- Conduct checking, valuing, and reconciliation of portfolios
- Identify portfolio exceptions and breaks to conduct resolution activities
- Identify relevant general ledger and sub-ledger accounts used in product accounting for key transactions
- Identifying and solving issues relating to the performance and efficiency of the business operation
What Should Your Background Be?
- Graduated with a Polytechnic Diploma
- Nice to have: specialisation in finance
- Nice to have: experience in client facing roles
What is in for you
- Gain experience in the full spectrum of wealth management value chain
- Learn how to engage retail investors & vendors professionally
- Gain an understanding of financial technologies
