Daily Tasks

  • Provide operational support to investment advisors, ensuring timely and accurate processing of client requests and transactions.
  • Control all the prevailing advisory contract as the process.
  • Monitor and ensure compliance with internal policies and regulatory requirements.
  • Making new SOP or standardize prevailing SOP as changing by law.
  • Handle internal and external assignments, prepare reports, and respond to inquiries.
  • Providing guidelines and training to subordination.
  • Other tasks assigned by Head of Advisory.

Job Requirements

  • Bachelor of University Degree, practical experience at least 3 years of management in investment advisory about financing/ accounting/ appraising/ banking.
  • Good knowledge of Law and other related regulations.
  • English proficiently.
  • Carefully; truthfully; strictly.
  • High sense of responsibility.
  • Good communication skill.