Job Scope :
Coordinate with Operations and other functional counterparts on daily basis.
Conduct Know Your Customer (KYC) report and documentation.
Assist Relationship Manager in placement and execution of listed investment trades covering FX, bonds, equities, funds and structured products.
Provide support to Relationship Manager, include maintaining and updating client transaction records/ reports.
Onboard new Accredited Investors and Institutional Investors
Ensure superior customer service is delivered.
Key Requirements:
Professional qualifications with CPA, ACCA, or relevant professional qualifications preferred.
Knowledge of the financial industry and/or experience in banking is an advantage.
Outstanding analytical competence, dedication to details and accuracy.
Excellent confidence with a highly motivated communicator.
* Strong drive to learn.
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