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Assistant Client Advisor

Company

MARCUARD HERITAGE (SINGAPORE) PTE. LTD.

Location

singapore, singapore

Posted

July 12, 2026

Position Overview

We are a CMS licensee and are in the business of Fund Management / External Asset Management (EAM). Our clients include HNW, UHNW, Accredited Investors and Family Offices. In this role, you are responsible for:

  • Perform administrative systems for daily business operations
  • Perform mid-office and back-office functions
  • Perform and be responsible for clients’ account documentations
Duties and responsibilities Administrative
  • Ensure all documentations are in accordance with local regulatory requirements.
  • Maintain proper filing system and control framework.
  • Arrange for input of client data, execution advices and statements for consolidation into Portfolio Management System (PMS); update trade blotter accordingly.
Regulatory compliance
  • Stay abreast of regulatory requirements.
  • Monitor and where necessary initiate measures to ensure (in co-operation with the Chief...

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