AutoWealth – Operation Analyst (Fintech)

The Role: Operations Executive (FinTech Engine Room)

As an Operations Executive, you are the critical bridge between our proprietary algorithms and our clients' financial futures. You will operate in a dynamic, dual-capacity role, mastering both client-facing protocols and complex back-end financial mechanics.

Front-End Operations: The Gatekeeper of Trust

You will be the first line of defense and the face of our operational excellence. Your responsibilities include:

• Executing comprehensive customer acceptance checking and seamless onboarding.
• Reviewing documented evidence for strict accuracy against self-assessed KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence) checklists for customer approvals.
• Coordinating the acquisition of supporting information for account opening and precise financial situation documentation.
• Verifying complex documents and customer identities.
• Conducting vital periodic reviews of onboarded customer accounts to identify and mitigate money laundering, CFT (Combating the Financing of Terrorism), and Proliferation Financing warning signs.
• Answering clients’ queries directly and professionally assisting with their requests, acting as a trusted touchpoint.

Back-End Operations: The Financial Engine

You will manage the vital flows of capital and ensure the mathematical integrity of our platform. Your responsibilities include:

• Managing and processing fund injections accurately.
• Facilitating seamless trade executions in the market.
• Performing critical trade reconciliation, which includes resolving breaks to actively manage and mitigate associated financial risks.
• Conducting the checking, valuing, and reconciliation of client portfolios.
• Identifying portfolio exceptions and breaks to conduct swift, accurate resolution activities.
• Identifying relevant general ledger and sub-ledger accounts used in product accounting for key transactions.
• Proactively identifying and solving issues relating to the performance and overall efficiency of the business operation.

What You Bring to the Table

• Education: Graduated with a Bachelor's Degree.
• The Pragmatic Edge: Specialization in finance is highly advantageous (but a rigorous, analytical mindset is mandatory).
• The Human Element: Experience in client-facing roles is a strong plus. You must be able to translate complex processes into clear, professional communication.

What’s In It For You?

This isn't just a job; it's an accelerated FinTech masterclass.

• Complete Exposure: Gain rare, hands-on experience across the full spectrum of the wealth management value chain.
• Professional Polish: Learn how to engage confidently and professionally with retail investors, high-net-worth clients, and institutional vendors.
• Tech Fluency: Gain a deep, practical understanding of the financial technologies driving the future of the industry.
• Competitive Compensation: S$3,800 - S$4,000/month.

Ready to build the future of investing? Apply now.