Agent Trading Onboarding AVP recruitment
- MUST understand the whole trade capture flow process
- Understand the impact of regulatory changes
- Able demonstrate and articulate
Our client is a well-recognised and highly established Investment Bank looking to hire an experienced candidate to join their Agent Trading Onboarding team
The Agent Trading Onboarding Analyst is responsible for being the central point of contact for the client and business for Investment Manager Account onboarding. The Agent Trading Analyst will ensure that they manage the progress of requests within their portfolio and ensure smooth onboarding throughout the process. The Incumbent must be detail-oriented with the ability to multi-task, prioritize work assignments, communicate effectively with internal staff and clients, and complete assignments accurately and in a timely manner. Follow-through skills and time management are critical elements of this position.
Main Functions
- Central Point of Contact for Client Onboarding for Business and Clients
- Develop client relationships throughout the onboarding process by providing clients with a “One-Stop” shop service model
- Undertake credit diligence, working closely with credit sanctioners and understand credit requirements and terms.
- Build strong working relationships and liaise with internal and external dependents including Clients, Sales, Trading, Credit, Legal and Operations
- Facilitate account maintenance, Change requests, deletion and mothballing as directed by the Client or internal stakeholders.
- Prioritize requests with guidance from the Agent Trading Relationship Managers and Business Leads
To qualify, individuals must possess:
- Strong analytical skills, detail orientated and interpersonal skills
- Strong ability to multi-task
- General understanding of the E2E on boarding process.
- Ability to communicate and build strong relationships with Clients, Infrastructure and Front Office stakeholders
- Be an effective and articulate communicator via e-mail and telephone especially important when communicating requirements and managing Client / Business expectations.
- Organizational Skills - able to manage multiple activities effectively
- A “can do” attitude - willingness to accept challenges and work to tight deadlines
- Ability to identify and appropriately escalate issues and risks
- Be self motivated and highly driven individual
Contact Hans Li on (65) 6854 5632 or APPLY NOW by clicking the button below quoting reference number EFC/HXL19421 www.ambition.com.sg.
Data provided is for recruitment purposes only.
Business Registration Number: 200611680D. Licence Number: 10C5117