▪️Monitor Trust and Trade Account balances daily. ▪️Coordinate with securities firms (Phillip Securities, Acleda Securities) on trades and operations. ▪️Track share prices of CSX-listed companies. ▪️Prepare weekly or monthly investment analysis reports (CSX, SGX, and others). ▪️Conduct research and financial analysis to support investment decisions. ▪️Stay updated on both local and global economic developments. ▪️Coordinate meetings, conference calls, and site visits with partners. ▪️Prepare progress reports and support other tasks as assigned by the supervisor.
Manage client relationships and handle fund transactions. Assist with account opening, KYC, and investor documentation. Coordinate with Trustee, Operations, and Compliance teams. Prepare reports for management, Finance, and regulators (SERC). Ensure accuracy, compliance, and timely client service.