Job description

Requirements

  • Entry level
  • No Education
  • Salary to negotiate
  • Singapore

Description

(AM/M), OSPL - Client Onboarding

Roles and Responsibilities:

- Onboard clients by assisting them with their trading accounts application particularly for Corporate and FIs

- Perform client documentation checks, regulatory AML and KYC due diligence

- Attend to day-to-day account application related inquiries from TR / customers through various form of communication ie. face-to-face, phone or emails.

- Conduct periodic review on existing trading accounts

- Assist clients with account maintenance requests that require client due diligence checks.

- Work with stakeholders within and across the entities on process automation for client onboarding and deliver digital transformation initiatives, particularly for Corporate and FIs account opening.

- - Reporting to:

- AVP, Client Onboarding


Qualifications


Requirements:

- Degree holder

- 2 to 3 yrs of relevant working experience preferred

- Able to work well independently with minimal guidance

- Highly proficient in MS Office products

- Strong interpersonal communication and writing skills

- Able to multi-task and manage time effectively

- Knowledge in securities, futures and forex products and stock market would be advantageous

  • directors and executives