Liaise with Originating Office for their submission of Risk Distribution template
Ensure that the investor identified has valid KYC.
Ensure that the sell down is within the limits as stipulated in the Credit Policy.
Prepare and send the initial offer to investors.
Monitor the return of the signed initial offer from investors.
Upload the signed initial offers to the WDM for Middle Office processing.
Maintain constant contact with investors through meeting and phone calls.
Plan and make arrange for meetings
Prepare reports for submission
Update of investor information
As a successful applicant, you would have the following Skills & Qualifications:
Competencies & Personal Traits
Sharp communication skills
Open minded working attitude
Meticulous with a keen eye for details for financial analysis
If you\'re interested in this role, please send your updated CV (word format) to for a confidential discussion
Referrals are greatly appreciated.
Morgan McKinley Pte Ltd
EA Licence No: 11C5502
Registration No: R21101982
Registration Name: Fabian Leow
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as a notification that you have not been shortlisted