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Investor Services Professional

2 weeks ago

Pasig, National Capital Region, Philippines ACCA Careers Full time

Are you looking for a challenging role that leverages your skills and experience in risk management and compliance? Do you want to work for a leading Investor Services group that combines global expertise with an unwavering focus on client service delivery?

As an Investor Services Professional - Risk Management, you will be part of our dedicated team that supports fund managers, global companies, family offices, and private clients operating worldwide. Your primary responsibilities will include preparing, analyzing, and setting up investor files, including individual, company, trust, foundation, and regulated entities.

You will also draw on your existing experience and expertise to identify potential risks and implement effective mitigation strategies. To succeed in this role, you will need to balance competing priorities, work closely with colleagues, and follow up on KYC files with relevant parties.

We value continuous learning and professional development at IQ-EQ. We offer a range of opportunities across our service lines and international network of offices. If you are eager to grow your career and take on new challenges, we encourage you to apply.

Duties:
  • Prepare and analyze investor files, including individual, company, trust, foundation, and regulated entities
  • Identify potential risks and implement effective mitigation strategies
  • Build and maintain strong relationships with internal and external stakeholders
  • Collaborate with colleagues to onboard new clients and resolve issues