Performing maintenance updates on the investor database. Performing periodic reviews of investors. Preparation of annual FATCA & CRS reports. Daily investor screening through WorldCheck. Reviewing KYC documents from investors. Setting up new investors in the TA system (Mantra). Processing investor transactions and generating contract notes and investor statements Job requirements Ideal experiences and competencies: A Bachelor's degree in Business or Finance, or related field 1 year of relevant experience in banking, finance, or investment houses Excellent written and oral communication skills in English Strong stakeholder management skills, including client and senior stakeholder relationships Organized and detail-oriented data handling skills, ensuring accuracy and validity of data received Work Arrangements: Hybrid work setup: 2 days of remote work from home and 3 days on-site Regular PH business hours: Monday to Friday, 9am to 6pm (with flexibility to work EU hours) Weekend off: Enjoy your weekends off, with Mondays to Fridays as workdays Location: Bolder Philippines, 8th floor, Tower 1, Clark City Front, MA Roxas, 2010 Clark Freeport Zone or
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Are you willing to work 3 (three) times a week on-site? Bolder Philippines, 8th floor, Tower 1, Clark City Front, MA Roxas, 2010 Clark Freeport Zone *
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