About the role:
The BD Associate is responsible for the operational success and technical execution of the BD team's portfolio. You are not just a coordinator you are a technical specialist who understands the trade lifecycle, regulatory requirements (KYC/AML), and financial product mechanics. Your goal is to provide the BD team with clean files and smooth settlements.
Key Responsibilities:
Trade Execution & Order Management:
- Directly handle and execute client orders across Funds, Equities, Fixed Income, and structured products. Liaise with investment partners and fund managers to ensure timely subscription/redemption. Manage the post-trade lifecycle, ensuring all deals settle without delay.
KYC & Compliance Ownership:
- Manage the full onboarding process for complex corporate and individual structures. Conduct deep-dive reviews of Source of Wealth (SoW) and Source of Funds (SoF) to meet stringent banking standards. Oversee periodic reviews and trigger events to keep the portfolio compliant.
Operational Excellence:
- Identify and bridge gaps in the Customer Journey to reduce onboarding friction. Prepare professional-grade investment reports and portfolio valuations. Act as the Gatekeeper for the RM, ensuring all documentation is audit-ready.
Requirements
- Experience: 1-2 years in Banking or Wealth Management (Operations, Middle Office, or Assistant RM roles).
- Product Knowledge: Solid understanding of how mutual funds, bonds, and credit facilities work.
- KYC Mastery: You don't just know the acronym you understand the risk logic behind the documentation.
- Tech Savvy: Proficient in CRM systems and banking core platforms (e.g., Bloomberg, Avaloq, or similar).
