Client Onboarding Specialist in Wealth Management

2 months ago

Singapur, Singapore U3 Full time

Wealth Management Onboarding Analyst

The Wealth Management Onboarding Analyst will be responsible for developing solutions within the mid-back-office operations of private markets.

Job Responsibilities / Qualifications / Skills

  • Expertise in C#, .NET Framework, .NET Core, ASP.NET (Core), MVC, Web API, Entity Framework (Core), and SQL Server.
  • Strong understanding of Cloud technologies, particularly Azure and AWS.
  • Proficient in performance enhancement techniques.
  • Skilled in documentation, crafting technical proposals, and facilitating technical discussions.
  • Experience in overseeing support teams, incident management, and problem resolution.

About U3 Infotech

U3 Infotech is a leading provider of Technology Solutions, Managed Services, and Talent Management Solutions, boasting over 20 years of experience in the APAC region. Our clientele includes Fortune 100 companies, multinational corporations, prominent regional organizations, government entities, and innovative start-ups. We engage with clients across various sectors, including Banking, Insurance, Bioscience, Pharmaceuticals, Healthcare, Engineering, Product Development, and Supply Chain.

Our rapid growth is driven by our commitment to value creation, solving intricate challenges, and seizing opportunities within our clients' businesses. We set ourselves apart through our unwavering dedication at all levels, an entrepreneurial mindset, an outcome-focused approach, and robust financial capabilities.

  • Trade Onboarding Specialist

    1 month ago

    Singapur, Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Job Title: Trade Onboarding SpecialistJoin HAYS SPECIALIST RECRUITMENT PTE. LTD. as a Trade Onboarding Specialist and take on a challenging yet fulfilling career in wealth management.Roles and Responsibilities:Provide timely assistance to the front office regarding onboarding and offboarding processes, eligibility assessments, approvals, technical setups,...

  • Client Onboarding Specialist

    2 months ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage client approval end-to-end,...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage the end-to-end client approval...

  • Client Onboarding Specialist

    3 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage the end-to-end client approval...

  • Client Onboarding Specialist

    3 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled and experienced Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring that all client onboarding processes are completed efficiently and effectively.Manage the client onboarding process from start to...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences.Manage client approval end-to-end, ensuring all necessary documentation is complete and accurate.Review new...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences.Manage client approval end-to-end, ensuring all necessary documentation is complete and accurate.Review new...

  • Client Onboarding Specialist

    3 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage client approval end-to-end,...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage the end-to-end client approval...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Manage the end-to-end client approval...

  • Client Onboarding Specialist

    2 months ago

    Singapur, Singapore Pictet Full time

    About PictetPictet is a leading independent wealth and asset management group with a rich history dating back to 1805. Headquartered in Geneva, Switzerland, the group has a presence in 30 offices worldwide, employing over 4600 people. In Singapore, Pictet has been present for over 25 years, with a team of over 200 professionals.Our MissionPictet Wealth...

  • Private Wealth Management Operations Specialist

    2 weeks ago

    Singapur, Singapore Goldman Sachs Full time

    Impact and ResponsibilityAs a Private Wealth Management Operations Specialist on the Client Onboarding Team, you will play a critical role in ensuring the seamless onboarding of new clients for our Private Wealth Management (PWM) business. Your responsibilities will include reviewing account documentation to ensure compliance with regulatory requirements,...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences.Manage client approval end-to-end, ensuring all necessary documentation is complete and accurate.Review new...

  • Client Onboarding Specialist

    2 months ago

    Singapur, Singapore The Edge Partnership Full time

    About the RoleThe Edge Partnership is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Key ResponsibilitiesManage the end-to-end client...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesAs a Client Onboarding Specialist, you will be responsible for ensuring that all client onboarding processes are completed efficiently and effectively. This includes:Managing client approval end to end for the Private Banking divisionReviewing New Account Opening Documentation for completeness and validityReviewing accounts against all...

  • Senior Associate – Client Onboarding Specialist

    3 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Senior Associate – Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences.Manage the entire client onboarding process, from initial contact to account opening.Review...

  • Client Onboarding Specialist

    2 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesThe ideal candidate will be responsible for ensuring the smooth onboarding of clients into our Private Banking division. This includes:Managing the client approval process from start to finishReviewing new account opening documentation for completeness and accuracyConducting thorough client due diligence to ensure compliance with internal...

  • Senior Associate – Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesWe are seeking a highly skilled Senior Associate – Client Onboarding Specialist to join our team at The Edge Partnership. As a key member of our Private Banking division, you will be responsible for ensuring seamless client onboarding experiences.Manage the entire client onboarding process, from initial contact to account opening.Review...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesThe ideal candidate will be responsible for ensuring the smooth onboarding of clients into our Private Banking division. This includes:Managing the client approval process from start to finishReviewing new account opening documentation for completeness and accuracyConducting thorough client due diligence to ensure compliance with internal...

  • Client Onboarding Specialist

    1 month ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesThe ideal candidate will be responsible for ensuring the smooth onboarding of clients into our Private Banking division. This includes:Managing the client approval process from start to finishReviewing new account opening documentation for completeness and accuracyConducting thorough client due diligence to ensure compliance with internal...