Account Documentation Officer
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About the job Account Documentation Officer (Private Bank, Contract)
Responsibilities:
- Review account documents submitted by Relationship Managers (RMs)
- Manage processing of clients change in circumstance and amendments on the accounts
- Ensure document deficiencies are accurately tracked and escalated as per procedure
- Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
- Provide support to other departments in various activities (e.g. signature verification, information retrieval)
Requirements:
- Diploma or Degree with at least 2 years of related private banking working experience, preferably with client documentation experience
- Familiar with CRS, FATCA and QI documentations and annual regulatory reporting
- Good knowledge of MS Office software applications and aptitude for technology
** This Singapore-based position is opened to Singaporeans only.
We regret that only shortlisted candidates will be notified.
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