Associate, Product Management, Fund Services
Key Areas of Responsibilities Assist Relationship Manager for completion of onboarding and integration of new Fund Services Clients of CFSAL including newly set up hedge fund, PE, transfer fund from previous FA/ IM, bespoke services client and etc. Coordination in bank account opening, FATCA/CRS onboarding and KYC document tracking To assist on the onboarding system and parameter system data update Assist Relationship Manager to perform regulator client services review...
- KYC
- Excel