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Advertisement Detail: Transfer Agent Officer

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Date Posted: 5 October 2018 / Location: Singapore

About the job

Private Banking
Finance/ Accounting
Fund/ Portfolio Management
Compliance
Singapore
05 October 2018
05 October 2018
Reporting to the Team Head, you will be in charge of the day-to-day Transfer Agent activities for the Asia region.

In constant contact with colleagues in the Head Office and private bankers in Hong Kong and Taiwan, you will be responsible for offering top quality client services to the Asian shareholders and will respond to and follow up on client/ sales enquiries in a timely manner. You will manage and relay all general fund communication to clients and will be responsible for the request of legal documentation in line with KYC requirements in the Head Office. You will be involved in the preparation of account openings in the fund register and will also be involved in the receipt and input of orders (subscriptions, redemptions and switches) in the system, as well as their confirmation to the shareholders.
• University degree holder
• At least 5 years of work experience in fund administration with very good knowledge of Asian Client Funds
• Possess good knowledge of international AML and KYC policies
• Proficient with MS Office and computer literate
• Fluency in Cantonese is a must, as well as English and Mandarin
• Strong team player who is dynamic and able to take initiative in solving problems
• Patient and comfortable dealing with demanding clients
• Possess a clear focus on high quality and attention to precision; you are keen to live a new experience and contribute to developing the business in Asia


Submit your application to recruitment@wmrc.com.sg quoting the Job Title or call us at +65 6549 7818 for more information.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.

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