KYC Executive — Hybrid Role in Compliance & Training

FINEXIS ADVISORY PTE. LTD.; Singapore; Hybrid; SGD 33.000 - 50.000; Vollzeit

Benefits dieser Stelle

Competitive remuneration

Flexi-Benefits

Hybrid work week

Collaborative workplace environment

Opportunity to work with various teams

Zusammenfassung

FINEXIS ADVISORY PTE. LTD. invites you to join our leading Singapore financial advisory firm as a Know-Your-Client (KYC) Executive. Validate KYC submissions from Financial Consultants to ensure alignment with regulatory expectations and internal guidelines.

This role involves governance, client record-keeping, and training development, with a hybrid work week and competitive remuneration. You will contribute to a collaborative environment and work with multiple teams across the organisation.

Qualifikationen

• Strong interpersonal and communication skills with the ability to build quick relationships.
• At least 1 year of sales experience in financial services is preferred.
• Familiarity with Know-Your-Client (KYC) processes and regulatory expectations.

Aufgaben

• Check and validate Know-Your-Client submissions by consultants.
• Support team managers and develop the regulated skills and competencies of the financial consultants.
• Ensure governance and suitability standards are met at all times, with consultants meeting fiduciary and regulatory expectations.
• Ensure client interactions are appropriate and well-documented with high-quality records.
• Train consultants to comply with Fair Dealing and development requirements; assist in project management and coordination of events.

Kenntnisse

Interpersonal skills

Communication

Sales experience

Regulatory compliance

Training coordination

Ausbildung

Diploma holder

MAS FAA tertiary requirements

Jobbeschreibung

FINEXIS ADVISORY PTE. LTD. invites you to join our leading Singapore financial advisory firm as a Know-Your-Client (KYC) Executive. Validate KYC submissions from Financial Consultants to ensure alignment with regulatory expectations and internal guidelines.

This role involves governance, client record-keeping, and training development, with a hybrid work week and competitive remuneration. You will contribute to a collaborative environment and work with multiple teams across the organisation.