-NEW- 12 Months Sales Support Assistant (Asset Management Industry)

AMBITION GROUP SINGAPORE PTE. LTD.

Singapore, SG
Kyc due diligence reviews
Upload navs and etf holdings
File and archive documents
The role involves conducting KYC due diligence reviews for existing client accounts including name screening

Job Summary

  • The role involves conducting KYC due diligence reviews for existing client accounts including name screening.
  • Candidates will be responsible for uploading daily NAVs and ETF holdings for funds in Singapore, Hong Kong, and Luxembourg to websites.
  • The position requires filing, archiving, and organizing KYC documents while managing shredding and warehouse transfers of old records.

Matching Summary

Match Score: 75

The role involves conducting KYC due diligence reviews for existing client accounts including name screening.

Skills & Requirements

Must-have

  • KYC due diligence reviews
  • Upload NAVs and ETF holdings
  • File and archive documents
  • Scan and process mail
  • Maintain distribution lists

Nice-to-have

  • Proofreading documents
  • Support ad-hoc projects
  • Update fund templates

Key Requirements

  • Minimum Diploma in a related discipline
  • Minimum 1 years of relevant experience
  • Able to start immediately or within short notice

Work Rights

Not specified

Tailored Resume

Cover Letter