Relationship Manager

• Conduct KYC and CDD checks in line with MAS regulations
• Verify client identity, background, and risk profile
• Ensure all documentation is complete, accurate, and updated regularly
• Support Anti-Money Laundering (AML) and compliance screening processes

• Build and maintain long-term relationships with clients
• Understand client investment objectives, risk tolerance, and financial needs
• Provide ongoing portfolio updates and service support
• Handle client queries and ensure a high level of client satisfaction

• Facilitate client trade instructions and investment transactions
• Coordinate with internal teams for order execution and settlement
• Ensure accuracy and timeliness of trade processing
• Confir...

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