Client Servicing - Singapore - AMUNDI SINGAPORE LIMITED

AMUNDI SINGAPORE LIMITED

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

To support the sales team in servicing all accounts relating to distribution sales;

To attend to client queries promptly, either addressing them directly or channelling them to the relevant parties;
To prepare and/or review monthly/ quarterly/ semiannual / annual reports for internal or external purposes
To provide timely execution in sending of factsheets, prospectuses and fund materials to clients on a regular basis, and shareholder notices on an adhoc basis;
To coordinate the drafting of new agreements/addendums and operating memorandums among legal, compliance and operations team, external vendors and clients;
To assist in collating KYC (Know Your Client) and other necessary documents during account opening and yearly updates;
To assist in completing product questionnaires, fund setup templates and other RFP/RFI requests.
To liaise with the Transfer Agent/ Trustee / Registrar and other internal stakeholders to ensure smooth daily operational workflow;
To assist in maintaining and organising all relevant documents pertaining to distribution sales in the relevant folders;
To update and maintain clients' information in the MYCRM system;
To aid the distribution sales team in handling the necessary administrative followups prior to the closing of deals and the necessary aftersales services;
To check / send daily NAV prices to distributors
To process invoices on behalf of the locally domiciled funds.
Any other assigned tasks by HOD.

Other Responsibilities

Requirements:

Degree holder, ideally with the following CMFAS papers: M3, M5, M6, M6A, M8 and M8A.
Meticulous, Inquisitive & able to work under pressure;
Able & willing to follow the Department's SOPs
Able to work independently and have a good sense of time management.
Able to communicate well and contribute as a team player.