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Account Processing Executive

Phillip Securities

Singapore, Singapore, Singapore Full-time June 04, 2026
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Opportunity Description

Account Processing Executive

Role Overview:


We are seeking a detail-oriented and proactive Account Processing Executive to join our team. The successful candidate will be responsible for processing account applications, conducting customer due diligence (CDD), and ensuring compliance with regulatory requirements. This role involves handling onboarding procedures, KYC (Know Your Customer) checks, and maintaining accurate client records.


Key Responsibilities:

  • Customer Due Diligence (CDD) & KYC: Perform CDD and KYC checks for onboarding clients, ensuring compliance with AML/CFT regulations.

  • Account Processing: Accurately create and maintain Individual & Corporate accounts within stipulated timelines.

  • Regulatory Compliance: Conduct Customer Account Review, Customer Knowledge Assessment, Client Vulnerability Assessment and Accredited Investor eligibility assessment

  • Settlement Instruction : ...
    • Full-time Information and Record Clerks

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    Opportunity Details

    Location Singapore, Singapore
    Country Singapore
    Type Full-time
    Category Information and Record Clerks
    Posted June 04, 2026
    Deadline July 14, 2026

    About Phillip Securities

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    Phillip Securities

    Singapore, Singapore

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