To carry out the day-to-day administrative, customer services, research and operational tasks for Centillion Wealth as may be required or agreed upon from time to time, and to provide Wealth Managers with internal advice services including:
- Research on advice-related issues to be utilised in client reports/records of advice
- Upload client financial information onto the software systems, and prepare scenarios to be used by Wealth Managers in the preparation of written Records of Advice
- Prepare analysis of client portfolio on behalf of Wealth Managers in accordance with practice procedures and policies as well as client and advisor requirements
- Draft Record of Advice documents for Wealth Managers
- Assist in managing the client review process for Wealth Managers
- Update top-up/ad hoc investments, and rebalances on relevant systems