Job Description

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
2. Client Relationship Management
  • 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
3. Trade Placement & Execution Support
  • 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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