Transfer Agency, Assistant Manager / Manager

PORTCULLIS TRUST (SINGAPORE) LTD; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading trust services provider in Singapore is seeking a Transfer Agency Assistant Manager/Manager to oversee operations and client communications. The role requires strong leadership abilities and experience in a compliance or transfer agency environment. Candidates should hold a relevant degree and possess excellent communication and management skills. Join a dynamic team committed to excellence and career growth in a supportive workplace environment.

Benefits

Supportive workplace

Career growth opportunities

Commitment to professional excellence

Qualifications

• At least 3-5 years of experience in a compliance or transfer agency role for Assistant Manager.
• At least 6 years of experience in a compliance or transfer agency role for Manager, with minimum 3 years in a managerial role.
• Familiar with Know-Your-Client and Anti-Money-Laundering regulations.
• Experience in filing with tax reporting (FATCA/CRS) is strongly preferred.

Responsibilities

• Manage and maintain day-to-day communications with stakeholders.
• Ensure client queries are attended to promptly and professionally.
• Review investor documentation for accuracy.
• Oversee daily operations of the TA team.

Skills

Confident in managing client relations

Proficient in Microsoft Office applications

Good organisational and time management skills

Strong written & verbal communication skills in English

Strong leadership and team management skills

Education

University Degree or Polytechnic Diploma in accounting, legal, finance, economics or a related discipline

Job description

Join Portcullis as a Transfer Agency AssistantManager/Manager

(Title and seniority will be based on experience and qualifications)

Portcullis is one of Asia’s largest independent provider of Trust, Fund, and Family Office services, with over 40 years of experience supporting high net worth individuals, family offices, and investment professionals across regulated jurisdictions.

Backed by our international network and a wide range of professional expertise essential to running a large wealth management office successfully, we are known for our ability to provide a multitude of tailored services in a variety of regulated jurisdictions, bringing advantages in terms of cost, convenience,and efficiency.

We are now inviting passionate individuals to join our dynamic team as a TransferAgencyAssistantManager/Manager.

In this role, your mainresponsibilitieswillincludebutnotlimitedto:

ClientEngagement

• Manageandmaintainday-to-daycommunicationswithinternalandexternalstakeholderseg.fundaccountants,investors,investmentmanagers,auditors,compliance.

ServiceDelivery (FortheAssistantManagerrole)

• AdheretoPortcullisinternalcontrolprocedures.

• Understandcommonfeemethodologiesandprivateequitycapitalactivities.

• Ensureclientqueriesareattendedtopromptlyandprofessionally.

• Reviewinvestordocumentationandliaisewithinvestorsandinvestmentmanagerstoensuredocumentsareingoodorder.

• ReviewFATCA/CRSdocumentationandassistinyearlyreportingtotaxauthorities.

• Beresponsibleforidentifyinganyunusualorpotentiallysuspicioustransactionactivityandreportand/orescalateinaccordancewithcorporatepolicyandguidelinesdetailedinrelevantoperatingprocedures.

• Prepareandreviewoperationalmemorandumsandensurecompliancewithtransferagencyprocedures.

• Manageinternalworkflowtoensureinternalprocessingandclientdeliverablesaremettimelyandaccurately.

ServiceDelivery (FortheManagerrole)

• OverseedailyoperationsoftheTAteam.

• EnsureadherencetoPortcullisinternalcontrolprocedures.

• Understandcommonfeemethodologiesandprivateequitycapitalactivities.

• Ensureclientdeliverablesaremettimelyandaccurately.

• Undertakefullreviewofsubscriptionagreementsandself-certificationforms.

• ReviewAML/KYCinvestordocumentationforcompleteness.

• ReviewFATCA/CRSdocumentationforaccuracyandassistinyearlyreportingtotaxauthorities.

• Beresponsibleforidentifyinganyunusualorpotentiallysuspicioustransactionactivityandreportand/orescalateinaccordancewithcorporatepolicyandguidelinesdetailedinrelevantoperatingprocedures.

• Prepareandreviewoperationalmemorandumsandensurecompliancewithtransferagencyprocedures.

• Manageinternalworkflowtoensureinternalprocessingandclientdeadlinesaremet.

PeopleManagement (FortheAssistantManagerrole)

• Demonstrategoodmanagementskillsandtheabilitytoworkwellinateamsetting.

• Abletoguideandmentorjuniormembersoftheteamandmotivatesthemtodevelopinterestinlearning.

• Assistwithdevelopmentandtrainingalllevelsoftransferagencyteammembers,ensuringteamcompetencyandadequateknowledge.

PeopleManagement (FortheManagerrole)

• Demonstrategoodmanagementskillsandtheabilitytoworkwellwithothers.

• Abletoguideandmentormembersoftheteamandmotivatesthemtodevelopinterestinlearning.

• Assistwithdevelopmentandimplementationoftrainingalllevelsoftransferagencyteammembers,ensuringteamcompetencyandadequateknowledge.

• Supervisionandguidanceofsubordinatestaff.

Wearelookingforcandidateswhomeetthefollowingcriteria:

• AUniversityDegreeorPolytechnicDiplomaholderinaccounting,legal,finance,economicsorarelateddiscipline.

• FortheAssistantManagerrole:Atleast3-5yearsofexperienceinacomplianceortransferagencyrolewithinafundsetting.

• FortheManagerrole:Atleast6yearsofexperienceinacomplianceortransferagencyrolewithinafundsetting,withminimum3yearsofmanagerial/supervisoryrole.

• Confidentinmanagingclientrelationsandcommunicateinaclearandprofessionalmanner.

• FamiliarwithKnow-Your-ClientandAnti-Money-Launderingregulationsandguidelines.

• ProficientinMicrosoftOfficeapplications.

• Experienceinfilingwithtaxreporting(FATCA/CRS)isstronglypreferred.

• Goodorganisationalandtimemanagementskills.Abilitytoperformwithintightdeadlines.

• Diligentandmeticulouswithaneyefordetail.

• Proactiveandresponsible.

• Strongwritten&verbalcommunicationskillsinEnglishisamust.Additionallanguageskillswouldbebeneficial.

• Strongleadershipandteammanagementskills.

Apply now and take the first step towards a rewarding future with us!

Why Portcullis?

• Be part of a legacy of trust and innovation spanning over 40 years

• Join a team that is committed to professional excellence and client success

• Enjoy a supportive workplace that encourages learning and career growth

If you are ready to take your Transfer Agency career to the next level with a company that values both tradition and forward thinking, we’d love to hear from you.

Interested applicants are requested to apply directly via MyCareersFuture. We regret to inform that applications sent by email will not be considered.