- Outram Central Region (Singapore) Singapore
Full Time KYC Executive Jobs, Salary up to SGD 4,000 in Finexis Advisory Central Region (Singapore) - Maukerja
KYC Executive
Finexis Advisory
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Job Description
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ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLINGCAREER?
Be ready to embark on a journey which offers you an excitingopportunity.
HERE’S A SHORT INTRO OF WHO WE ARE
Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 900 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
WHAT TO EXPECT
We are looking for a Know-Your-Client (KYC) Executive (also known as Competency Executive internally) who will be part of the Sales & Advisory Management team to validate KYC submissions by our Financial Consultant to ensure it is inline with regulatory expectations and internal guidelines.
WHAT YOU’LL DO
Check and Validate Know-Your-Client submissions by consultants
Support team managers and develop the regulated skills and competencies of the financial consultants
Ensure effective governance and suitability standards are met at all times, with consultants consistently meeting fiduciary and regulatory expectations
Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards
Train consultants and ensure they comply with Fair Dealing as well as training and development requirements
Assist in project management and coordinate events aligned with core activities of the company
WHO YOU ARE
At least 21 years of age due to MAS FAA requirement
Minimum Diploma holder in any field of studies (subject to MAS FAA tertiary requirements)
Outstanding interpersonal and communication skills and able to quickly form positive working relationship with others
At least 1 year sales experience in financial sales preferred
Having CMFAS paper M5, M9, M9a, HI, M8, M8a preferred
WHAT’S IN IT FOR YOU
Competitive remuneration
Flexi-Benefits
Hybrid work week
A workplace environment that fosters collaboration and interactions with others
Opportunity to work with various teams
finexis advisory is one of the largest independently-owned financial advisory firm in Singapore. We specialise in comprehensive wealth management for both individual and corporate clients. With the support from our global partners and the focus on developing quality consultants in the firm, we aim to be the preferred financial advisory firm not only in Singapore, but also in the region.
Be ready to embark on a journey which offers you an excitingopportunity.
HERE’S A SHORT INTRO OF WHO WE ARE
Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 900 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
WHAT TO EXPECT
We are looking for a Know-Your-Client (KYC) Executive (also known as Competency Executive internally) who will be part of the Sales & Advisory Management team to validate KYC submissions by our Financial Consultant to ensure it is inline with regulatory expectations and internal guidelines.
WHAT YOU’LL DO
Check and Validate Know-Your-Client submissions by consultants
Support team managers and develop the regulated skills and competencies of the financial consultants
Ensure effective governance and suitability standards are met at all times, with consultants consistently meeting fiduciary and regulatory expectations
Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards
Train consultants and ensure they comply with Fair Dealing as well as training and development requirements
Assist in project management and coordinate events aligned with core activities of the company
WHO YOU ARE
At least 21 years of age due to MAS FAA requirement
Minimum Diploma holder in any field of studies (subject to MAS FAA tertiary requirements)
Outstanding interpersonal and communication skills and able to quickly form positive working relationship with others
At least 1 year sales experience in financial sales preferred
Having CMFAS paper M5, M9, M9a, HI, M8, M8a preferred
WHAT’S IN IT FOR YOU
Competitive remuneration
Flexi-Benefits
Hybrid work week
A workplace environment that fosters collaboration and interactions with others
Opportunity to work with various teams
finexis advisory is one of the largest independently-owned financial advisory firm in Singapore. We specialise in comprehensive wealth management for both individual and corporate clients. With the support from our global partners and the focus on developing quality consultants in the firm, we aim to be the preferred financial advisory firm not only in Singapore, but also in the region.
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