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About the Role
Key Responsibilities 1. Client Onboarding & Due Diligence
- Conduct KYC and CDD checks in line with MAS regulations
- Verify client identity, background, and risk profile
- Ensure all documentation is complete, accurate, and updated regularly
- Support Anti-Money Laundering (AML) and compliance screening processes
- Build and maintain long-term relationships with clients
- Understand client investment objectives, risk tolerance, and financial needs
- Provide ongoing portfolio updates and service support
- Handle client queries and ensure a high level of client satisfaction
- Facilitate client trade instructions and investment transactions
- Coordinate with internal teams for order execution and settlement
- Ensure accuracy and timeliness of trade processing
- Confir...
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