Operations (Account Management Team), 6 Months Contract

4 weeks ago


Singapore KGI Securities (Singapore) Pte. Ltd. Full time
Operations (Account Management Team), 6 Months Contract

Join to apply for the Operations (Account Management Team), 6 Months Contract role at KGI Singapore .

Responsibilities
  • Review account opening documentation to ensure all required documents are in order, e.g., Individual, Margin, SBL, Corporate, and Estate.
  • Perform client onboarding data entry, including account opening and static updates.
  • Conduct clerical functions such as scanning, uploading documents into databases, and packing files for storage.
  • Provide administrative support to team members promptly and diligently.
  • Advise TR/Marketer on existing and new account openings and static data input.
  • Ensure all CDD and source of wealth documents are complete and in place.
  • Support the team in checking signature updates.
  • Perform any other ad-hoc responsibilities as assigned.
Requirements
  • Detail-oriented
  • Ability to work independently and multitask
  • Ability to work in a fast-paced environment
  • Education: GCE O Level / A Level and above
  • Experience in the financial industry is a plus but not compulsory
Additional Information
  • Seniority level: Entry level
  • Employment type: Contract
  • Job function: Management and Manufacturing

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