Job Description
- Job Summary:
- Assisting Certified UITF Sales Personnels (CUSPs) to onboard potential clients
- assisting onboarded clients with their financial and non-financial related transactions and queries in a timely manner
- Help grow the SLIMTC UITF sales by developing relationship with the SLOCPI agency distribution team and the Certified UITF Sales Personnel (CUSP) financial advisors
Responsibilities:
- Conducts sales oversight on Advisor led UITF sales and coordinates internally for other trust product/client referrals
a. Ensure complete KYC and documentation for Advisor led UITF sales
b. Conduct sales verification and pre-booking all advisor led UITF sales, when necessary
c. Ensures that the end-to-end booking process and documentation involving CUSP UITF sales are followed
d. Liaises with SLIMTC Fund Operations to ensure CUSP UITF sales bookings and redem...