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Wealth Management Onboarding Specialist

1 month ago

Singapore RAPSYS TECHNOLOGIES PTE. LTD. Full time
Roles & Responsibilities

Your role

We're looking for a Client Onboarding Specialist to:

  • Be the dedicated point of contact for front-to-back support throughout the client onboarding journey.
  • Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs.
  • keep up with evolving business requirements and apply relevant rules when validating onboarding documentation, triggering the required reviews, and executing corresponding system updates.
  • Identify and highlight potential risks or issues, and lead discussions with relevant business functions to address and resolve in line with regulations and internal policies.
  • Continuously identify opportunities for improvements to streamline the operational process and optimize the client journey.
  • Have good planning and time management/prioritization skills

Your expertise

  • Process oriented with a strong risk and control mindset and logical approach to problem solving.
  • Sound judgement, attention to detail and accuracy, with ability to follow-through and effectively deliver on competing priorities in a fast-paced and ever-changing work environment.
  • Excellent interpersonal, communication, presentation, and facilitation skills
  • A university degree with at least 0-2 years' experience in roles of a similar capacity
  • Experience in a client-facing role within a financial institution and/or proficiency in Mandarin are advantageous in supporting our clients in the APAC region.
  • Self-starter who can work well with minimal supervision.
  • Collaborator who can work well with different functions and can manage stakeholder expectations.
  • A dedicated team player with a can-do attitude and eagerness to learn.
  • Ability to diligently follow up and follow through on deliverables.

Mandatory Skills:

  • Wealth Management Onboarding experiecne or Client Lifecycle Management skill or Banking Operations experiene is mandatory
  • Experience in Banking & Finance domain /Investment bank would be an advantage
  • Excellent Communication skills
  • Graduation is mandatory

Note:

Candidate who have completed or currently doing internship in KYC onboarding can also apply

Contract Period: 06 months (Renewable Contract)

Office Hours: 9.00AM to 6.00PM

Work Location: Penang Road and Raffles


Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Investment Strategies
Due Diligence
Banking Compliance
Interpersonal Skills
Investment Banking
Mandarin Chinese
Problem Solving
Banking Operations
Attention to Detail
Banking
Team Player
KYC
Business Requirements