Executive | Senior Executive - Private Wealth Operations
Banking / Insurance / Financial Services
About the Employer
Job Description
COMPANY OVERVIEW
With a legacy of over 35 years, Asia Securities stands as one of Sri Lanka’s premier investment firms, specializing in Equities, Investment Banking, Research, and Wealth Management.
ABOUT THE ROLE
In this role, you will,
- Ensure smooth operations of private wealth portfolios and unit trusts by delivering accurate Net Asset Value (NAV) reports.
- Reconcile accounts.
- Manage custodian bank relationships.
- Liaise with auditors.
- Prepare management reports.
- Address client requests.
- Ensure seamless and transparent communication.
REQUIREMENTS
- 1 - 2 years relevant experience.
- A full or part qualification in accounting (ex: AAT, CIMA, ACCA) will be considered an advantage.
- Prior knowledge of capital markets is essential.
- Good knowledge of Excel.
- Ability to solve mathematical problems.
EXECUTIVE / SENIOR EXECUTIVE
PRIVATE WEALTH OPERATIONS
READY TO JOIN US? TO APPLY, EMAIL YOUR RESUME TO [email protected]
RANKED NO. 1 STOCKBROKER IN 2024 BY CSE MARKET TURNOVER
EQUITIES | RESEARCH | INVESTMENT BANKING | WEALTH MANAGEMENT
