Operations Executive

Company Description

Seeco Wealth is a wealth management firm that provides personalized wealth solutions focusing on individual stories rather than products or commissions. We established a client-first approach driven, free from generic advice and hidden fees. Our unique model involves in-depth understanding and ongoing relationships, with dedicated wealth consultants always available for comprehensive support.

Role Description

We are looking for an Operations Executive to support client onboarding, transaction processing, documentation, reporting, and day-to-day operational activities of the wealth management business.

Process client onboarding and account opening requests.

Verify and maintain KYC and other client documentation.

Execute and track investment transactions.

Ensure timely resolution of operational queries.

Coordinate with clients, AMCs, brokers, and product partners.

Prepare portfolio reports, operational MIS and assist the research team

Maintain accurate client records and databases.

Assist in allied services

Support compliance and audit requirements.

Maintain records of investment products, fund documents, and research materials.

Assist in organizing events.

Qualifications

• Effective English communication skills
• Bachelors degree in Finance, Commerce, Business Administration, or a related
• Prior experience in operations within wealth management, mutual funds, insurance, or banking is highly beneficial.
• Strong attention to detail and organizational skills
• Good communication and coordination abilities