Manager, Account Opening & Onboarding (Investment Management Firm)
- Employer
- Charterhouse Partnership Singapore, EA Licence No: 16S8066
- Location
- Singapore, Singapore
- Salary
- S$5k - S$9k
- Posted
- 24 Jul 2022
- Closes
- 23 Aug 2022
- Ref
- 16023294
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
RESPONSIBILITIES:
REQUIREMENTS:
Please contact Alicia Tuang at 9150 6479 or AliciaT@charterhouse.com.sg for a confidential discussion
EA License no: 16S8066 | Reg no.: R1104694
Only successful candidates will be notified.
- 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
Only successful candidates will be notified.