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Transfer Agency Lead: Client Delivery & Compliance

PORTCULLIS TRUST (SINGAPORE) LTD

Singapore

On-site

SGD 20,000 - 60,000

Full time

Today
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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
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.
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