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Manager, Account Opening & Onboarding (Investment Management Firm)

Employer
Charterhouse Partnership Singapore, EA Licence No: 16S8066
Location
Singapore, Singapore
Salary
S$5k - S$9k
Closing date
Aug 27, 2022

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
RESPONSIBILITIES:
  • Perform account opening for brokers, custodian banks, trading counterparties & external fund managers and set up in the internal systems
  • Liaise with relevant teams to set up new portfolio and grant access to users
  • Coordinate yearly maintenance of user IDs and access to Bloomberg AIM
  • Handle static data maintenance
  • Liaise with the Legal & Compliance teams for any KYC-related requests from brokers/ counterparties and service providers
  • Support portfolio take-on and portfolio restructures within internal systems and with internal and external parties
  • Other ad-hoc duties as assigned


REQUIREMENTS:
  • Minimum Degree with at least 5 years of working experience in the fund management industry
  • Prior experience in account onboarding will be highly preferred
  • Strong communication & interpersonal skills


Please contact Alicia Tuang at 9150 6479 or AliciaT@charterhouse.com.sg for a confidential discussion

EA License no: 16S8066 | Reg no.: R1104694

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