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 or Bachelor's Degree
• 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

Salary: S$2,800 - S$3,500/month