35 Investment Operations jobs in Malaysia

Investment Operations Service Manager

Kuala Lumpur, Kuala Lumpur Zurich

Posted today

Job Viewed

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Job Description

Our Opportunity
We are seeking a highly motivated and experienced Operations Service Manager to join our Investment Administration & Accounting (IAA) function. This role will work closely with our service recipients to represent our clients' needs, drive strategic alignment between IAA services and client objectives, and manage our Kuala Lumpur location to ensure smooth operations, fostering a positive and productive work environment, while ensuring coherence with our global setup.

Your Role
As an Operations Service Manager, you will play a key role in establishing and nurturing robust relationships with our key client stakeholders. Serving as the primary point of contact for service quality reviews and service changes, you will ensure that the clients' needs are not only heard but are also effectively addressed within the organization. Acting as a crucial liaison, you will bridge the gap between the clients and our internal teams, advocating for their service requirements.


In this role, you will oversee the allocation and development of necessary resources and skills, ensuring team alignment and process optimization. You will set clear goals and performance metrics for our teams, continually identifying opportunities to enhance our services. Your leadership will foster a positive and productive work environment, driving continuous improvement and ensuring exceptional service delivery to our clients.

As an Operations Service Manager, your main responsibilities will involve:

  • Develop and maintain strong, trusted relationships with key client stakeholders (CIOs, CFOs, RIM level and Regional CFOs).
  • Serve as the primary point of contact for strategic client interactions.
  • Represent the client's needs and perspectives within the IAA organization. Ensure that client requirements are understood and addressed effectively across all service lines.
  • Facilitate strategic meetings between IAA services and clients and ensure alignment on goals, priorities, and performance metrics.
  • Proactively identify opportunities to improve IAA services and solutions within the region. Understand client business challenges and recommend appropriate solutions.
  • Act as a point of escalation for client issues and concerns. Work collaboratively with internal teams to resolve issues and ensure client satisfaction.
  • Contribute to the development of the location, including goals, strategies, and resource allocation.
  • Collaborate with internal teams (e.g., Service Managers) to ensure seamless service delivery and client satisfaction.
  • Act as a Relationship bridge between Change / projects and the client to support context, requirements, status updates, escalation management etc.
  • Ensure the attractiveness of the location, local information & communication, and building relationships with local stakeholders and the community.
  • Provide local information to all managers and adopt a Line Manager Approach to ensure smooth operations.

Your Skills and Experience
As an Operations Service Manager, your skills and qualifications will ideally include:

  • Bachelor's degree in Business Administration, Management, or a related field.
  • Minimum of 8 years of experience in Operations Service Improvement Manager, account management, or a related role.
  • Strong understanding of Investment management services and practices. Understanding industry-specific trends and developments.
  • Proven ability to build and maintain strong client relationships.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong leadership skills with the ability to motivate and inspire teams.
  • Strategic Thinking: Understand business strategy, execute actions aligned with goals, adapt to changes, and make informed decisions.
  • Strong problem-solving skills with the ability to analyze complex situations and develop effective solutions.
  • Change Management: Expertise in managing organizational change and fostering a culture of continuous improvement.
  • Collaboration: Strong ability to work collaboratively with cross-functional teams and stakeholders.

At Zurich we are proud of our culture. We are passionate about Diversity and Inclusion. We want you to bring your whole self to work we have a diverse mix of customers, and we want our employee base to reflect that.


Our diversity and inclusion initiatives are creating an environment where everyone feels welcome regardless of protected characteristics.
With the above in mind, we accept applications from everyone regardless of your background, beliefs, or culture.

We are committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity.

So, make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. We’re proud to have earned Great Place To Work Certification. Our company culture is our top priority! #GPTWcertified

Let’s continue to grow together!

Location(s): MY - Kuala Lumpur
Schedule: Full Time
Remote: Hybrid

Recruiter name: Izzah Saibudin

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Investment Operations Service Manager

Kuala Lumpur, Kuala Lumpur Zurich 56 Company Ltd

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

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Our Opportunity
We are seeking a highly motivated and experienced Operations Service Manager to join our Investment Administration & Accounting (IAA) function. This role will work closely with our service recipients to represent our clients' needs, drive strategic alignment between IAA services and client objectives, and manage our Kuala Lumpur location to ensure smooth operations, fostering a positive and productive work environment, while ensuring coherence with our global setup.

Your Role
As an Operations Service Manager, you will play a key role in establishing and nurturing robust relationships with our key client stakeholders. Serving as the primary point of contact for service quality reviews and service changes, you will ensure that the clients' needs are not only heard but are also effectively addressed within the organization. Acting as a crucial liaison, you will bridge the gap between the clients and our internal teams, advocating for their service requirements.


In this role, you will oversee the allocation and development of necessary resources and skills, ensuring team alignment and process optimization. You will set clear goals and performance metrics for our teams, continually identifying opportunities to enhance our services. Your leadership will foster a positive and productive work environment, driving continuous improvement and ensuring exceptional service delivery to our clients.

As an Operations Service Manager, your main responsibilities will involve:

  • Develop and maintain strong, trusted relationships with key client stakeholders (CIOs, CFOs, RIM level and Regional CFOs).
  • Serve as the primary point of contact for strategic client interactions.
  • Represent the client's needs and perspectives within the IAA organization. Ensure that client requirements are understood and addressed effectively across all service lines.
  • Facilitate strategic meetings between IAA services and clients and ensure alignment on goals, priorities, and performance metrics.
  • Proactively identify opportunities to improve IAA services and solutions within the region. Understand client business challenges and recommend appropriate solutions.
  • Act as a point of escalation for client issues and concerns. Work collaboratively with internal teams to resolve issues and ensure client satisfaction.
  • Contribute to the development of the location, including goals, strategies, and resource allocation.
  • Collaborate with internal teams (e.g., Service Managers) to ensure seamless service delivery and client satisfaction.
  • Act as a Relationship bridge between Change / projects and the client to support context, requirements, status updates, escalation management etc.
  • Ensure the attractiveness of the location, local information & communication, and building relationships with local stakeholders and the community.
  • Provide local information to all managers and adopt a Line Manager Approach to ensure smooth operations.

Your Skills and Experience
As an Operations Service Manager, your skills and qualifications will ideally include:

  • Bachelor's degree in Business Administration, Management, or a related field.
  • Minimum of 8 years of experience in Operations Service Improvement Manager, account management, or a related role.
  • Strong understanding of Investment management services and practices. Understanding industry-specific trends and developments.
  • Proven ability to build and maintain strong client relationships.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong leadership skills with the ability to motivate and inspire teams.
  • Strategic Thinking: Understand business strategy, execute actions aligned with goals, adapt to changes, and make informed decisions.
  • Strong problem-solving skills with the ability to analyze complex situations and develop effective solutions.
  • Change Management: Expertise in managing organizational change and fostering a culture of continuous improvement.
  • Collaboration: Strong ability to work collaboratively with cross-functional teams and stakeholders.

At Zurich we are proud of our culture. We are passionate about Diversity and Inclusion. We want you to bring your whole self to work we have a diverse mix of customers, and we want our employee base to reflect that.


Our diversity and inclusion initiatives are creating an environment where everyone feels welcome regardless of protected characteristics.
With the above in mind, we accept applications from everyone regardless of your background, beliefs, or culture.

We are committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity.

So, make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. We’re proud to have earned Great Place To Work Certification. Our company culture is our top priority! #GPTWcertified

Let’s continue to grow together!

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Investment Operations - Fund Pricing

Kuala Lumpur, Kuala Lumpur Businesslist

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

  • Perform daily Net Asset Value (NAV) calculations and ensure fund pricing is completed accurately and in a timely manner.
  • Validate pricing data received from custodians, fund administrators, and pricing vendors, and investigate discrepancies.
  • Reconcile daily fund holdings and ensure consistency between internal records and external sources.
  • Monitor and apply corporate actions, market movements, and fund expenses in pricing calculations.
  • Liaise with internal teams (e.g. Fund Accounting, Portfolio Managers, Compliance) and external stakeholders (e.g. trustees, auditors, custodians) to resolve pricing-related issues.
  • Assist with month-end processes, audit requests, and regulatory reporting relating to fund pricing and valuation.
  • Maintain proper documentation of pricing methodologies, exception handling, and process improvements.
  • Support system enhancement testing and participate in UAT (User Acceptance Testing) where relevant.
The Successful Applicant
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 1 year of experience in fund pricing, investment operations, or fund accounting.
  • Familiar with NAV calculation principles, financial instruments (e.g. equities, fixed income, derivatives), and fund structures.
  • Proficiency in Microsoft Excel; exposure to fund accounting or pricing platforms (e.g. Bloomberg, Morningstar, InvestOne, or Multifonds) is an advantage.
  • Strong attention to detail, analytical skills, and time management abilities.
  • Effective communicator with the ability to work collaboratively across functions.
What's on Offer
  • Contract: 6 Months
  • Hybrid working arrangement.
  • Opportunity to work in a reputable asset management firm with strong regional presence.
  • Exposure to end-to-end fund operations and cross-functional projects.
  • Supportive and structured environment for professional growth and learning.
  • Competitive remuneration and benefits package.
ContactAriff KamriQuote job refJN-062025-6768065Phone number #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Investment Operations Service Manager

Kuala Lumpur, Kuala Lumpur Zurich Insurance

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Investment Operations Service Manager role at Zurich Insurance

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Join to apply for the Investment Operations Service Manager role at Zurich Insurance

Our Opportunity

We are seeking a highly motivated and experienced Operations Service Manager to join our Investment Administration & Accounting (IAA) function. This role will work closely with our service recipients to represent our clients' needs, drive strategic alignment between IAA services and client objectives, and manage our Kuala Lumpur location to ensure smooth operations, fostering a positive and productive work environment, while ensuring coherence with our global setup.

Our Opportunity

We are seeking a highly motivated and experienced Operations Service Manager to join our Investment Administration & Accounting (IAA) function. This role will work closely with our service recipients to represent our clients' needs, drive strategic alignment between IAA services and client objectives, and manage our Kuala Lumpur location to ensure smooth operations, fostering a positive and productive work environment, while ensuring coherence with our global setup.

Your Role

As an Operations Service Manager, you will play a key role in establishing and nurturing robust relationships with our key client stakeholders. Serving as the primary point of contact for service quality reviews and service changes, you will ensure that the clients' needs are not only heard but are also effectively addressed within the organization. Acting as a crucial liaison, you will bridge the gap between the clients and our internal teams, advocating for their service requirements.

In this role, you will oversee the allocation and development of necessary resources and skills, ensuring team alignment and process optimization. You will set clear goals and performance metrics for our teams, continually identifying opportunities to enhance our services. Your leadership will foster a positive and productive work environment, driving continuous improvement and ensuring exceptional service delivery to our clients.

As an Operations Service Manager, your main responsibilities will involve:

  • Develop and maintain strong, trusted relationships with key client stakeholders (CIOs, CFOs, RIM level and Regional CFOs).
  • Serve as the primary point of contact for strategic client interactions.
  • Represent the client's needs and perspectives within the IAA organization. Ensure that client requirements are understood and addressed effectively across all service lines.
  • Facilitate strategic meetings between IAA services and clients and ensure alignment on goals, priorities, and performance metrics.
  • Proactively identify opportunities to improve IAA services and solutions within the region. Understand client business challenges and recommend appropriate solutions.
  • Act as a point of escalation for client issues and concerns. Work collaboratively with internal teams to resolve issues and ensure client satisfaction.
  • Contribute to the development of the location, including goals, strategies, and resource allocation.
  • Collaborate with internal teams (e.g., Service Managers) to ensure seamless service delivery and client satisfaction.
  • Act as a Relationship bridge between Change / projects and the client to support context, requirements, status updates, escalation management etc.
  • Ensure the attractiveness of the location, local information & communication, and building relationships with local stakeholders and the community.
  • Provide local information to all managers and adopt a Line Manager Approach to ensure smooth operations.

Your Skills And Experience

As an Operations Service Manager, your skills and qualifications will ideally include:

  • Bachelor's degree in Business Administration, Management, or a related field.
  • Minimum of 8 years of experience in Operations Service Improvement Manager, account management, or a related role.
  • Strong understanding of Investment management services and practices. Understanding industry-specific trends and developments.
  • Proven ability to build and maintain strong client relationships.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong leadership skills with the ability to motivate and inspire teams.
  • Strategic Thinking: Understand business strategy, execute actions aligned with goals, adapt to changes, and make informed decisions.
  • Strong problem-solving skills with the ability to analyze complex situations and develop effective solutions.
  • Change Management: Expertise in managing organizational change and fostering a culture of continuous improvement.
  • Collaboration: Strong ability to work collaboratively with cross-functional teams and stakeholders.

At Zurich we are proud of our culture. We are passionate about Diversity and Inclusion. We want you to bring your whole self to work we have a diverse mix of customers, and we want our employee base to reflect that.

Our diversity and inclusion initiatives are creating an environment where everyone feels welcome regardless of protected characteristics.

With the above in mind, we accept applications from everyone regardless of your background, beliefs, or culture.

We are committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity.

So, make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. We’re proud to have earned Great Place To Work Certification. Our company culture is our top priority! #GPTWcertified

Let’s continue to grow together!

Location(s): MY - Kuala Lumpur

Schedule: Full Time

Remote: Hybrid

Recruiter name: Izzah Saibudin

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance
  • Industries Insurance and Financial Services

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Senior Investment Operations Executive

Kuala Lumpur, Kuala Lumpur Neara

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

About the Role

This is a high-impact role at the intersection of investments, operations, and technology. You’ll not only run and improve critical workflows for existing products, but also design and execute new operational processes from scratch for upcoming launches—partnering with cross-functional teams to build for scale and automation. If you thrive in fast-paced environments and enjoy solving complex problems that sit at the core of how investment products are delivered, this role is for you.

Key Responsibilities

Take charge of operational workflows for current / future investment products, ensuring their smooth execution while proactively identifying areas for improvement. This includes reducing operational risk, increasing efficiency, and proposing enhancements such as process automation or error minimisation.

Play a key role in shaping the end-to-end operational workflows for upcoming product launches.

Collaborate closely with product, investment, compliance and technology teams to ensure scalable and efficient processes, with a focus on building for automation and long-term sustainability.

Projects you might work on

Design and implement operational workflows from the ground up, translating business and operational requirements into clear technical specifications.

Develop and maintain standard operating procedures (SOPs) to support the smooth execution of investment products and related processes.

Standardise and continuously improve documentation of investment workflows and product operations.

Provide analytical support to the investment and operations teams, contributing to projects that may span data requests, monitoring, fund analysis, or product enhancement initiatives.

Support the preparation of materials for quarterly reporting and Investment Committee (IC) meetings, as well as assisting with related ad-hoc requirements.

Accountability of the role

Ensure smooth operational processes

Identify potential frictions and errors ahead of time.

Ensure investment operations and monitoring processes run smoothly and accurately.

Maintain clear and up-to-date documentation of all investment-related procedures.

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Investment Operations - Fund Pricing

Kuala Lumpur, Kuala Lumpur Businesslist

Posted today

Job Viewed

Tap Again To Close

Job Description

Perform daily Net Asset Value (NAV) calculations and ensure fund pricing is completed accurately and in a timely manner. Validate pricing data received from custodians, fund administrators, and pricing vendors, and investigate discrepancies. Reconcile daily fund holdings and ensure consistency between internal records and external sources. Monitor and apply corporate actions, market movements, and fund expenses in pricing calculations. Liaise with internal teams (e.g. Fund Accounting, Portfolio Managers, Compliance) and external stakeholders (e.g. trustees, auditors, custodians) to resolve pricing-related issues. Assist with month-end processes, audit requests, and regulatory reporting relating to fund pricing and valuation. Maintain proper documentation of pricing methodologies, exception handling, and process improvements. Support system enhancement testing and participate in UAT (User Acceptance Testing) where relevant. The Successful Applicant

Bachelor's degree in Finance, Accounting, Economics, or a related field. 1 year of experience in fund pricing, investment operations, or fund accounting. Familiar with NAV calculation principles, financial instruments (e.g. equities, fixed income, derivatives), and fund structures. Proficiency in Microsoft Excel; exposure to fund accounting or pricing platforms (e.g. Bloomberg, Morningstar, InvestOne, or Multifonds) is an advantage. Strong attention to detail, analytical skills, and time management abilities. Effective communicator with the ability to work collaboratively across functions. What's on Offer

Contract: 6 Months Hybrid working arrangement. Opportunity to work in a reputable asset management firm with strong regional presence. Exposure to end-to-end fund operations and cross-functional projects. Supportive and structured environment for professional growth and learning. Competitive remuneration and benefits package. ContactAriff KamriQuote job refJN-062025-6768065Phone number #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Senior Investment Operations Executive

Kuala Lumpur, Kuala Lumpur Neara

Posted today

Job Viewed

Tap Again To Close

Job Description

About the Role

This is a high-impact role at the intersection of investments, operations, and technology. You’ll not only run and improve critical workflows for existing products, but also design and execute new operational processes from scratch for upcoming launches—partnering with cross-functional teams to build for scale and automation. If you thrive in fast-paced environments and enjoy solving complex problems that sit at the core of how investment products are delivered, this role is for you. Key Responsibilities

Take charge of operational workflows for current / future investment products, ensuring their smooth execution while proactively identifying areas for improvement. This includes reducing operational risk, increasing efficiency, and proposing enhancements such as process automation or error minimisation. Play a key role in shaping the end-to-end operational workflows for upcoming product launches. Collaborate closely with product, investment, compliance and technology teams to ensure scalable and efficient processes, with a focus on building for automation and long-term sustainability. Projects you might work on

Design and implement operational workflows from the ground up, translating business and operational requirements into clear technical specifications. Develop and maintain standard operating procedures (SOPs) to support the smooth execution of investment products and related processes. Standardise and continuously improve documentation of investment workflows and product operations. Provide analytical support to the investment and operations teams, contributing to projects that may span data requests, monitoring, fund analysis, or product enhancement initiatives. Support the preparation of materials for quarterly reporting and Investment Committee (IC) meetings, as well as assisting with related ad-hoc requirements. Accountability of the role

Ensure smooth operational processes Identify potential frictions and errors ahead of time. Ensure investment operations and monitoring processes run smoothly and accurately. Maintain clear and up-to-date documentation of all investment-related procedures. Employee financial and physical well-being Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee. Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply). Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway. Flexible work arrangements and policies Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team. Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country. Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year. Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are. Learning and development opportunities Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work. Team bonding budget and initiatives Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do. Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
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Investment Specialist Operations Manager

Kuala Lumpur, Kuala Lumpur Businesslist

Posted 17 days ago

Job Viewed

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Job Description

  • Develop and maintain strong, trusted relationships with key client stakeholders (CIOs, CFOs, RIM level and Regional CFOs).
  • Serve as the primary point of contact for strategic client interactions.
  • Represent the client's needs and perspectives within the IAA organization. Ensure that client requirements are understood and addressed effectively across all service lines.
  • Facilitate strategic meetings between IAA services and clients and ensure alignment on goals, priorities, and performance metrics.
  • Proactively identify opportunities to improve IAA services and solutions within the region. Understand client business challenges and recommend appropriate solutions.
  • Act as a point of escalation for client issues and concerns. Work collaboratively with internal teams to resolve issues and ensure client satisfaction.
  • Contribute to the development of the location, including goals, strategies, and resource allocation.
  • Collaborate with internal teams (e.g., Service Managers) to ensure seamless service delivery and client satisfaction.
  • Act as a Relationship bridge between Change / projects and the client to support context, requirements, status updates, escalation management etc.
  • Ensure the attractiveness of the location, local information & communication, and building relationships with local stakeholders and the community.
The Successful Applicant
  • Bachelor's degree in Business Administration, Management, or a related field.
  • Minimum of 8 years of experience in Operations Service Improvement Manager, account management, or a related role.
  • Strong understanding of Investment management services and practices. Understanding industry-specific trends and developments.
  • Proven ability to build and maintain strong client relationships.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong leadership skills with the ability to motivate and inspire teams.
  • Strategic Thinking: Understand business strategy, execute actions aligned with goals, adapt to changes, and make informed decisions.
  • Strong problem-solving skills with the ability to analyze complex situations and develop effective solutions.
  • Change Management: Expertise in managing organizational change and fostering a culture of continuous improvement.
  • Collaboration: Strong ability to work collaboratively with cross-functional teams and stakeholders.
What's on Offer
  • Opportunity to work with a leading organization in the insurance industry.
  • Comprehensive benefits package and career development opportunities.
  • Collaborative and professional work environment in Kuala Lumpur.
  • Exposure to complex investment operations and strategies.



If you are passionate about banking and financial services and have the skills to excel in this role, we encourage you to apply today!

ContactLaxmin GanapathyQuote job refJN-072025-6795867Phone number60122161741 #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Investment Specialist Operations Manager

Kuala Lumpur, Kuala Lumpur Businesslist

Posted today

Job Viewed

Tap Again To Close

Job Description

Develop and maintain strong, trusted relationships with key client stakeholders (CIOs, CFOs, RIM level and Regional CFOs). Serve as the primary point of contact for strategic client interactions. Represent the client's needs and perspectives within the IAA organization. Ensure that client requirements are understood and addressed effectively across all service lines. Facilitate strategic meetings between IAA services and clients and ensure alignment on goals, priorities, and performance metrics. Proactively identify opportunities to improve IAA services and solutions within the region. Understand client business challenges and recommend appropriate solutions. Act as a point of escalation for client issues and concerns. Work collaboratively with internal teams to resolve issues and ensure client satisfaction. Contribute to the development of the location, including goals, strategies, and resource allocation. Collaborate with internal teams (e.g., Service Managers) to ensure seamless service delivery and client satisfaction. Act as a Relationship bridge between Change / projects and the client to support context, requirements, status updates, escalation management etc. Ensure the attractiveness of the location, local information & communication, and building relationships with local stakeholders and the community. The Successful Applicant

Bachelor's degree in Business Administration, Management, or a related field. Minimum of 8 years of experience in Operations Service Improvement Manager, account management, or a related role. Strong understanding of Investment management services and practices. Understanding industry-specific trends and developments. Proven ability to build and maintain strong client relationships. Excellent communication, interpersonal, and presentation skills. Strong leadership skills with the ability to motivate and inspire teams. Strategic Thinking: Understand business strategy, execute actions aligned with goals, adapt to changes, and make informed decisions. Strong problem-solving skills with the ability to analyze complex situations and develop effective solutions. Change Management: Expertise in managing organizational change and fostering a culture of continuous improvement. Collaboration: Strong ability to work collaboratively with cross-functional teams and stakeholders. What's on Offer

Opportunity to work with a leading organization in the insurance industry. Comprehensive benefits package and career development opportunities. Collaborative and professional work environment in Kuala Lumpur. Exposure to complex investment operations and strategies.

If you are passionate about banking and financial services and have the skills to excel in this role, we encourage you to apply today! ContactLaxmin GanapathyQuote job refJN-072025-6795867Phone number60122161741 #J-18808-Ljbffr
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Banking Operations Executive

Kuala Lumpur, Kuala Lumpur Neara

Posted 11 days ago

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Job Description

The Banking Operations Executive plays a vital role in the smooth functioning of StashAway's banking operations. This role is responsible for ensuring that all banking activities are carried out efficiently and effectively, with a focus on risk management, compliance, and customer satisfaction.

The ideal candidate will possess excellent analytical and problem-solving skills, as well as the ability to work well under pressure and meet deadlines. Strong communication and collaboration skills are also essential for this role, as the Banking Operations Executive will work closely with various teams within the organization to achieve common goals.

Responsibilities

Daily Responsibilities:

Process and check daily deposits and withdrawals (includes Suspicious Transaction Monitoring) for Singapore and Malaysia entities

Once a suspicious transaction is approved on the Admin system, it takes immediate effect. If unsure of the approval decision, the Banking Operations Executive clarifies with the Function Manager. Conversely, the Function Manager retrospectively checks the approved transactions on a weekly basis.

Execute daily fund transfers for the business (e.g. transfer to the Broker) across all of the Group’s entities

The Banking Operations Manager provides oversight for this process and the transactions can only be approved by Senior Management members.

Review flagged customers as part of the customer onboarding screening process

The Banking Operations Manager will periodically review the Banking Operations Executives’ approvals and provide feedback.

Work with the Client Experience team to contact customers for the purposes of transaction verifications (e.g. obtaining proof of fund transfer when necessary)

Assist the Operations team in resolving transactional issues (e.g. stalled withdrawals, reconciliation discrepancies) together with the Tech team

Prepare monthly reports (e.g. Reconciliation Report, Operations KPI Report)

Take ownership of operational tasks and continuously find ways to improve the efficiency of such tasks

Undertake ad hoc operations projects as required

Requirements

Fresh Graduates are encouraged to apply.

Prior experience in one or more of the following areas would be a bonus: banking & finance, risk or compliance, treasury, cash operations, trade settlement.

Strong communication skills and a positive attitude. Proficiency in basic English is essential for effective interaction with internal and external stakeholders through various channels (phone, email, chat).

Exceptional organizational skills, adaptability, and acute attention to detail are paramount.

Ability to grasp complex concepts swiftly and creatively solve problems on-the-fly.

A team player, adept at working collaboratively in a fast-paced environment, adjusting to changes while maintaining determination and efficiency.

Proficiency in utilizing a range of technology tools and software relevant to banking operations, demonstrating an aptitude for learning new systems quickly.

Strong commitment to continuous learning and professional growth, evident through seeking out opportunities to expand knowledge and skill sets.

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work. This budget is subject to management approval.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-site (Nov): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

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