Portfolio Transfer Specialist

2 weeks ago


Singapore beBeeTransfer Full time $50,000 - $70,000
Job Title: Portfolio Transfer Specialist

We are seeking an experienced Portfolio Transfer Specialist to join our team.

  • Key Responsibilities:
  • Ensure all relevant approvals are obtained and instructions provided by business adhere to client's signing mandate and procedure.
  • Coordinate with various teams to ensure smooth transition of client assets as well as portfolio transfers via Letter of Undertaking.
  • Escalate any deviations to procedure.
  • Required Skills and Qualifications:
  • Minimum degree in banking finance or related discipline.
  • Preferably with some internship experience.
Benefits

This is a 6-month contract role.

About the Role

The successful candidate will be responsible for ensuring seamless, efficient, and value-added services to front office.

They will also manage stock and cash breaks effectively, perform end-of-day control checks, and handle exceptions as per the exception handling framework.

Additionally, they will identify control gaps and work with the team to review process efficiency and deliver improvements.

Interested candidates should send their updated resume to us.

Our contact information is available below.



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