Executive Secretary

• Provide secretarial and administrative support to Chief Marketing Officer.

Administrative Support to Client Services Team

• Prepare documents (e.g. IMAs, account profiles, supplementals) for execution/circulation, presentation materials and reports for meetings, letters to clients; draft replies/letters, prepare monthly report for management reporting, monthly and adhoc reports to clients.
• Update and maintain records of clients’ data; maintain filing system for proposals, presentations, minutes of meetings, and email correspondences/letters, etc. with clients.
• Update Operations Manual for compliance purposes where necessary; attend to Regulatory Compliance's requests for audit purposes; conduct AML/PEP checks.
• Assist in operational risk management matters like risk and control assessment/scorecard.
• Keep track and follow up on required documentation and other matters that the team need to take action.

Provide administrative support to BD Division:

• Make travel arrangements, prepare pre-trip procurements and do post-trip claims in addition to other business-related claims like transport, entertainment, etc.
• Print and bind presentations.
• Arrange meetings; prepare set-up at meetings, etc.
• Assist in other work/project assigned from time to time e.g. division events.

Job Requirements:

• Diploma or Degree in Business Administration, Banking & Finance, or a related discipline.
• Minimum 3 years’ relevant secretarial experience, preferably from the financial industry.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and basic office systems.
• Calendar management: scheduling, coordinating meetings, sending invites, booking rooms.
• Basic finance admin: claims, invoices, purchase requests etc.
• Good written and spoken communication skills.
• Good co-ordination skills with internal teams and external parties (clients/vendors).
• Strong organization and time management; able to prioritise and handle multiple tasks.
• Discretion and confidentiality (handling sensitive information).
• Reliability, initiative, and ability to work independently.
• Problem-solving and follow-through.

Other Information:

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement on how we may collect, use and disclose your personal information. https://www.lionglobalinvestors.com/en/data-protection-policy-statement.html

Please be informed that only shortlisted candidates will be notified.