We are seeking a detail-oriented professional to manage Unit Trust operations, compliance, and risk. Ideal for a mid-entry level candidate with experience in financial services operations, regulatory reporting, and internal controls. Ensure smooth processes, compliance with CMA & RBA regulations, and continuous operational improvements.

What We're Looking For


Fund Operations &... Administration: Expertise in Unit Trust processing, reconciliations, and NAV calculations.
Compliance & Risk Management: Knowledge of CMA, RBA, AML/KYC regulations, and regulatory reporting.
Analytical & Problem-Solving: Strong numerical and reconciliation skills to detect and resolve discrepancies.
IT & Process Improvement: Proficiency in fund management systems, Excel, and financial tools.
Communication & Teamwork: Ability to collaborate with teams, auditors, and regulators, with strong reporting skills.


Qualifications & Experience


Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
At least 3-5 years of experience in operations, fund administration, or compliance in the financial services sector.
Prior experience working in Unit Trusts, Asset Management, or Pension Fund Administration is preferred.
Professional certifications such as CISI, CPA, CFA Level 1, or ACI certification are an added advantage.


Key Responsibilities


Fund Operations & Transactions: Process Unit Trust transactions, NAV calculations, reconciliations, and investor onboarding.
Compliance & Regulatory Reporting: Ensure full adherence to CMA, RBA regulations, audit support, and risk assessments.
Risk & Internal Controls: Strengthen risk controls, SOPs, record-keeping, and fraud prevention.
Client & Partner Support: Address customer queries, liaise with custodians, and train internal teams on compliance. more

​We are seeking a highly motivated and innovative Business Development Manager for our Unit Trust business. The ideal candidate will have a strong background in financial services, digital marketing, fintech partnerships, and retail client engagement.

What We're Looking For


Sales & Business Development: Proven ability to grow retail investments through partnerships and digital... channels.
Digital Marketing & Growth Hacking: Experience in social media marketing, SEO, and influencer collaborations.
Fintech & Embedded Finance: Understanding of API-driven solutions, micro-investing, and mobile-first financial services.
Data-Driven Decision Making: Ability to use analytics and automation tools for strategic growth.
Leadership & Execution: Strong project management skills and an agile, innovative mindset.


Qualifications & Experience


Bachelor's degree in Finance, Business, Marketing, Digital Strategy, or a related field.
At least 5-7 years of experience in business development, digital marketing, or fintech partnerships.
Prior experience in wealth management, investment sales, or financial services is a strong advantage.
Familiarity with retail investor behavior, alternative investment channels, and digital banking trends.
Demonstrated success in scaling customer acquisition through non-traditional channels.


Key Responsibilities


Business Growth & Sales: Develop and execute digital-first acquisition strategies, expand distribution through fintechs, and drive D2C sales.
Digital Innovation: Implement embedded finance solutions, leverage influencer marketing, and introduce gamification to boost engagement.
Client Acquisition & Engagement: Convert savers into investors through behavioral insights, financial literacy campaigns, and seamless customer experiences.
Data & Performance Analytics: Track acquisition metrics, optimize strategies using Al, and leverage predictive analytics for better customer engagement. more