Company Overview
CGS International Securities Pte. Ltd. is a leading integrated financial services provider in Asia, offering equities trading, wealth management, investment banking, and more across 15+ countries. Trusted by over 15 million customers globally with strong ASEAN and global insights.
Job Summary
You will service customers through multiple channels by managing client accounts, performing due diligence, and supporting office operations to ensure efficient client service and compliance.
Responsibilities
- Process client account updates and changes accurately to maintain current records
- Perform due diligence checks and process account openings for retail clients, including reactivating dormant accounts
- Conduct AML/KYC screening on individual clients to ensure regulatory compliance
- Enter client data into the in-house system for new and existing accounts with precision
- Scan and archive forms and correspondence for client accounts to maintain organized records
- Collect and distribute letters and correspondence between departments, including mail handling
- Greet visitors and clients at the Front Office and assist them in navigating the office environment
- Maintain appointment calendars, collate statistics, and manage visitor registers efficiently
- Arrange and receive couriers, liaising with recipients to ensure timely distribution
- Take on responsibilities for adhoc projects and remediation tasks as assigned
- Perform other duties assigned by the immediate supervisor to support team objectives
Preferred competencies and qualifications
- Experience working in the stock-broking industry is an advantage
- Minimum GCE O Levels qualification
- Strong interpersonal and communication skills to engage effectively with clients and colleagues
- Customer-oriented mindset with a pleasant and professional demeanor
