- Support senior management in servicing portfolio of clients. Ensure quality services and adhere to risk control and compliance policies.
- Prepare necessary checklist and CDD on clients.
- Handle opening and closing accounts for clients.
- Risk mitigation check for client's account.
- Ensue record of clients is update.
- Liaise and coordinate with different departments to follow up and complete client requests.
- Support Trust team in client meetings and others necessary preparation such as documents and reports etc.
- Min. diploma in Finance, Banking or other Professional Certificates such as STEP etc.
- Min. 3-5 years of working experience in fiduciary or related field.
Only shortlisted candidates will be notified.
For further information or to have a discussion with consultants about your career, please contact the person as below.
Aquis Search Singapore Pte Ltd
EA License No: 16S8125
Registration No: R1653724