Coordinate and execute account on-boarding/product launch/termination process working closely with overseas transitions team, local/overseas relevant parties as well as external parties

Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures, and operational changes of portfolios etc.

Account/Portfolio master data implementation/maintenance

Maintain and provide IAMJ’s AUM and other product related information for RFP and marketing purpose

Provide support for reporting team (produce/review/distribute simplified reporting materials)