Portcullis Trust (Singapore) Ltd is seeking a Transfer Agency Senior Executive to join their team, focusing on operations related to trade instructions, KYC, AML compliance, and client communication. The company emphasizes a culture of professional excellence and client success, backed by over 40 years of experience in wealth management services
Job Summary
Portcullis is one of Asia’s largest independent provider of Trust, Fund, and Family Office services with over 40 years of experience.
The role involves reviewing trade instructions, updating investor details, and ensuring compliance with KYC, AML, FATCA, and CRS requirements.
Employees enjoy a supportive workplace that encourages learning and career growth while being part of a legacy of trust and innovation.
Matching Summary
Match Score: 85
Portcullis Trust (Singapore) Ltd is seeking a Transfer Agency Senior Executive to join their team, focusing on operations related to trade instructions, KYC, AML compliance, and client communication. The company emphasizes a culture of professional excellence and client success, backed by over 40 years of experience in wealth management services.
Salary
SGD 4,000 - 5,000 / Monthly
Skills & Requirements
Must-have
Review and verify trade instructions
Update investor details in transfer agency system
Review KYC, AML and due diligence documentation
Liaise with investors and investment managers
Strong MS Office skills including Word and Excel
Nice-to-have
Excellent organisational and time management skills