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Wealth Management Onboarding Analyst

4 weeks ago

Singapore U3 INFOTECH PTE. LTD. Full time
Roles & Responsibilities

  • Perform onboarding processing including document review and account set-up. Ensure adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness of potential legislative and policy breaches and act to proactively prevent their occurrence.
  • Provide support to internal clients through hotline/advisory support. Business partners includes but not limited to within operations, Legal and Compliance, Business Risk Management, Project team(s).
  • Engage in process improvement project(s) to streamline & automate the document review and/or static update process
  • Experience in Wealth Management Onboarding, Client Lifecycle Maintenance or related Operations roles.
  • Strong risk and control mindset with a structured and logical approach to analysis and problem-solving

Tell employers what skills you have

Wealth Management
Onboarding
Customer Experience
Process Improvement
Documentation
Customer Success
Banking Operations
Business Risk Management
onboarding programmes
Documentations
KYC
Document Review