IB Onboarding Specialist

1 day ago


Kuala Lumpur, Kuala Lumpur, Malaysia Swivelt Pte. Ltd. Full time
Job Summary

We are looking for an experienced Partnership Support Specialist to join our team at Swivelt Pte. Ltd.

Main Responsibilities
  1. Onboard and manage IBs (Introducing Brokers) and PAMMs (Percentage Allocation Management Modules), ensuring a smooth and efficient process.
  2. Monitor and review onboarding processes to ensure they align with best practices, highlighting and addressing any issues or delays.
  3. Handle complex onboarding cases involving compliance risk or unique complexities, ensuring they are resolved efficiently.
  4. Process IB and PAMM registrations, verify KYC, resolve missing documentation, and liaise directly with sales teams to ensure timely approvals.
About the Team

This mid-level role will be part of the Partnership Operations team, working closely with commercial, marketing, and compliance teams to ensure seamless collaboration.

The ideal candidate will have excellent communication skills, both written and verbal, and be able to work effectively with internal teams and partners.



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