Koru Family Office Pte Ltd is a Multi-Family Office and Independent Asset Management company.
Koru was established with the objective to be the trusted independent wealth advisor to single family office, wealthy individuals, their family and institutions across the globe. We provide integrated financial services and specializes in Wealth Management and Asset Management. Koru with its open architecture approach and free of any conflict-of-interest firm, provides tailor-made solutions to its clients. With its objectivity, extensive expertise and close attention to detail, our company is committed to helping each client achieve its specific needs and goals.
Responsible for day to day administrative and operations of the company to ensure a smooth flow throughout.
Provide administrative, back-end and client support to Relationship Manager, include maintaining and updating client investment portfolios, transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, etc.)
Coordinate with strategic partners ie Banks, Insurance, Financial Institutions and other functional counterparts on a regular basis.
Ensure superior customer service and contribute to the overall customer experience of the company
Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for documentations, product agreements, and service level agreements.
Analyse and research on investment
An ideal candidate should possess the following:
- A strong teamwork, enthusiastic and positive mindset
- A determined attitude with a quest for self-improvement
- Strong interpersonal and communication skill
- Great proficiency in using MS Office
Kindly note that only shortlisted candidates will be notified.