Join Portcullis as a Transfer Agency Executive
Portcullis is one of Asia’s largest independent provider of Trust, Fund, and Family Office services, with over 40 years of experience supporting high net worth individuals, family offices, and investment professionals across regulated jurisdictions.
Backed by our international network and a wide range of professional expertise essential to running a large wealth management office successfully, we are known for our ability to provide a multitude of tailored services in a variety of regulated jurisdictions, bringing advantages in terms of cost, convenience, and efficiency.
We are now inviting passionate individuals to join our dynamic team as a
Transfer Agency Executive.
In this role, your
main responsibilities
will be:
Review and verify trade instructions eg. Subscriptions, redemptions, transfers and switches Update investor details and transactions into the transfer agency system. Review Know Your Client (KYC), anti...