About the role
FinEx AI summary
Perform order management and settlement of investment products including equities, bonds, unit trusts, structured products, and foreign stocks using bank and custodian platforms. Handle IPO subscriptions, stock deposits/withdrawals, payment instructions, reconciliations, and monthly reports. Support branch enquiries, system training, SOP preparation, and UAT projects.
Core skills
Order ManagementSettlementCustody ServicesEquitiesBondsUnit Trusts