Portfolio Manager Onboarding Specialist

Job Summary:We are seeking a detail-oriented Portfolio Management Specialist to join our team. In this role, you will be responsible for ensuring the timely and compliant onboarding of new clients.Key ResponsibilitiesReview and assess client information to ensure compliance with regulatory requirements.Work closely with Relationship Managers to onboard new...

Job Overview:This role entails overseeing and managing corporate and Financial Institution (FI) sector portfolios. The ideal candidate will have in-depth knowledge of Anti-Money Laundering (AML)/Countering Financing of Terrorism (CFT) best practices.Key Responsibilities:Assist Relationship Managers (RMs) with onboarding proceduresDevelop and maintain strong...

Senior Portfolio ManagerWe are seeking a highly skilled and service-oriented professional to fill the role of Senior Portfolio Manager. This position is critical in building, maintaining, and strengthening long-term relationships with clients.The ideal candidate will possess excellent interpersonal skills, be adaptable, and have a strong focus on delivering...

Job Title:Portfolio Support SpecialistAs a Portfolio Support Specialist, you will play a crucial role in ensuring the smooth operation of project management teams and offices. This includes delivering projects spanning multiple business units, while maintaining accurate records and submissions of project artefacts.Administrative tasks such as recording...

Job SummaryWe are seeking a skilled Onboarding Specialist to join our team. In this role, you will play a crucial part in ensuring the seamless onboarding of clients, while upholding strict compliance standards.

Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst About this role Fundraising, Investor Relations and Business Development Team | Singapore We are seeking a highly skilled and versatile professional to join our team as a Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst. This dual-focused role will involve managing...

Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst About this role Fundraising, Investor Relations and Business Development Team | Singapore We are seeking a highly skilled and versatile professional to join our team as a Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst. This dual-focused role will involve managing...

Senior Analyst - Client Onboarding Specialist As a key member of the client onboarding team, you will serve as a liaison between relationship teams and AML operations. Your primary objective is to ensure seamless end-to-end management of periodic reviews for private banking and wealth management clients.Responsibilities:Collaborate with sales, banking, and...

What do you need to know about the role: We are seeking Onboarding and Growth Specialist with an analytical mindset and will be working in a metrics-driven high-velocity sales environment. The role works with a team of Inside Sales Leaders and business portfolio managers to drive in-revenue protection and revenue growth of various Small and Medium Business...

**About the Role** We are seeking a meticulous and client-focused **Onboarding Specialist**to join our team in Singapore. In this role, you will be responsible for managing the end-to-end onboarding process for new clients, ensuring compliance with internal policies and regulatory requirements. You will work closely with sales, compliance, and operations...