Investment Sales Support Analyst

What you'll do:

As an Investment Sales Support Analyst, you will immerse yourself in a dynamic environment where your day-to-day responsibilities revolve around supporting the sales team’s client-facing activities. Your role will involve close collaboration with various stakeholders across origination, trading, operations, compliance, and more. You will be instrumental in managing KYC processes for new client onboarding as well as regular reviews, ensuring all activities adhere strictly to regulatory standards.

• Collaborate closely with the sales team to clarify their support needs and determine how best to deploy resources for maximum efficiency.
• Prioritise tasks effectively to ensure that Sales Support Analysts are allocated appropriately based on business requirements and urgency.
• Assist in resolving complex issues by acting as a key point of contact for client support interactions, ensuring all matters are handled with care and professionalism.
• Ensure strict adherence to internal policies as well as external legal and regulatory frameworks, particularly those related to anti-money laundering and financial crime prevention.
• Partner with teams across origination, trading, client services, operations, and other business areas to gather information and direct client enquiries efficiently.
• Support APAC Fixed Income and Currencies (FIC) front office engagement on all KYC and Client Perimeter matters, ensuring compliance with regular review deadlines.
• Facilitate reviews of FIC’s client accounts, periodically assessing activity thresholds to maintain an efficient client perimeter.
• Adapt quickly to evolving business needs by addressing BAU issues or urgent client onboarding requests as they arise.
• Act as a conduit between Front Office staff and infrastructure partners such as KYC operations, AFC, and Compliance teams to complete tasks promptly.
• Share feedback on issues, lessons learned, and best practices between regional teams and the broader global network while escalating any concerns to management in a timely manner.

What you bring:

To excel as an Investment Sales Support Analyst, you will bring proven experience from similar roles within leading financial institutions where you have developed expertise in KYC processes and regulatory compliance. Your background should include hands-on involvement with client onboarding procedures as well as exposure to anti-financial crime frameworks relevant to Hong Kong or Singapore. You will possess advanced proficiency in Microsoft Office applications which supports your ability to analyse data accurately.

• A solid understanding of KYC requirements with specific knowledge of Hong Kong and Singapore Anti-Money Laundering / Anti-Financial Crime policies is highly desirable for this position.
• Demonstrated experience (2-3 years) in client onboarding, middle office operations, compliance, AFC or KYC risk-based roles within major global financial institutions is required.
• Proficiency with Microsoft Office tools including Excel, Word, and PowerPoint is essential for effective data analysis and reporting.
• Excellent data analytical abilities combined with strong problem-solving skills are necessary for navigating complex situations.
• Outstanding interpersonal skills that enable you to collaborate effectively with colleagues across different departments are vital for success.
• A keen eye for detail ensures accuracy when reviewing documentation or handling sensitive information related to clients or compliance matters.
• The ability to communicate clearly both verbally and in writing allows you to convey important information succinctly between teams.
• A flexible approach enables you to adapt quickly when faced with changing business needs or urgent requests from stakeholders.
• A commitment to upholding ethical standards ensures all actions align with internal policies as well as external regulations.

What sets this company apart:

This organisation stands out for its unwavering commitment to creating an inclusive workplace where every employee feels valued and supported. With a focus on collaboration rather than competition, you’ll find yourself surrounded by colleagues who genuinely care about each other’s success. Flexible working opportunities mean you can achieve balance between your professional ambitions and personal life commitments. The company invests heavily in ongoing training programmes so that everyone has access to learning resources tailored towards their growth goals—whether it’s deepening technical expertise or enhancing soft skills like communication or empathy. As part of a global network renowned for its integrity within the financial sector, you’ll benefit from exposure to best practices worldwide while contributing meaningfully at both local and international levels. Here, your voice matters: ideas are welcomed from all backgrounds because diversity is seen as essential for driving progress together.

What's next:

If you are ready to take the next step in your career journey within investment banking support—and want your contributions recognised within a truly collaborative environment—this is your moment!

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua