AEOI Senior Specialist (SNG)

Citco Fund Services (Singapore) Pte Ltd.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Citco Fund Services (Singapore) Pte Ltd. seeks a Senior Specialist in the Automatic Exchange of Information (AEOI) team to service clients in Asia Pacific and globally.

Reporting to the AEOI Manager, you will complete annual regulatory deliverables, manage engagements with existing and new clients, and work with colleagues in Manila, Toronto, Dublin, and Halifax. The role combines client relationship management, investor communication, and cross‑border stakeholder liaison, with emphasis on

Qualifications

• Degree in a financial services discipline; professional qualifications preferred.
• 2–4+ years experience in financial services; FATCA/CRS exposure is a plus.
• Strong client relationship and organizational skills.
• Ability to manage multiple projects and meet deadlines.
• Attention to detail and self‑driven attitude.
• Ability to work in global teams with diverse communication styles.
• Proficiency with Microsoft Office applications.

Responsibilities

• Prepare AEOI filing analysis and outputs for clients, and manage daily workflow to meet deadlines.
• Review deliverables produced by colleagues before client delivery.
• Provide guidance to junior staff in the team.
• Manage communications and ongoing relationships with AEOI clients and their investors; liaise with internal stakeholders.
• Maintain knowledge of AEOI regulatory/compliance environment and conduct industry research as needed.
• Read and interpret financial statements to determine account values.
• Oversee local AEOI portal registration/de-registration and troubleshooting.
• Identify process improvements to increase operational efficiency.
• Tackle classification/re-classification inconsistencies and other ad‑hoc tasks.

Skills

Client relations

Multitasking

Attention to detail

Communication

Teamwork

Drive for results

Education

Degree in Financial Services

Tools

Microsoft Office

Job description

Position Overview

The Automatic Exchange of Information (‘AEOI’) Team is seeking a Senior Specialist who will be responsible forservicing AEOI clients in Asia Pacific and globally. Reporting to the AEOI Manager, the AEOISenior Specialistwill be responsible for completion of annual regulatory deliverables, engagements for existing and new clients, and ongoing client servicing, working with AEOI colleagues in Manila, Toronto, Dublin, and Halifax.

A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication.

Main Job Functions/Responsibilities

• Preparing AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
• Reviewing deliverables produced by other individual contributors for release to clients.
• Providing guidance to more junior Individual Contributor-level staff.
• Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
• Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
• Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required.
• Review and provide feedback on self-certifications and IRS withholding forms
• Read and interpret Financial Statements in order to determine account values.
• Local AEOI portal registration/de-registration, communication and trouble shooting
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies.
• Identify, analyze and troubleshoot classification and re-classification inconsistencies.
• Additional tasks as assigned

Key Requirements

• Degree qualified (preferably in a discipline relevant to Financial Services)
• 2-4 +years experience in Financial Services, with exposure to FATCA & CRS regulations an advantage
• Proven strong client relationship skills
• Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
• Exceptional attention to detail
• Results driven and self-motivated
• Ability to work in global teams and adapt to different communication styles
• Proficient in Microsoft Office applications

Key Competencies

• Teamwork
• Drive for results
• Client Relationship Management
• Communication
• Business, Technical & Commercial Awareness
• Quality and Risk Control
• Decision Making
• Problem Solving
• Developing Working Relationships with others