Strategic Client Onboarding Coordinator

5 days ago


Singapore beBeeRisk Full time $90,000 - $120,000
Private Wealth Onboarding Specialist

This role is part of a team responsible for the timely and compliant onboarding of new clients within the Private Wealth unit.

The successful candidate should have in-depth knowledge of Anti-Money Laundering (AML)/Countering the Financing of Terrorism (CFT) and Client Due Diligence (CDD) standards, as well as an understanding of the documentation and regulatory requirements for Private Wealth account types.

Key responsibilities include:
  • Reviewing and verifying client onboarding documentation to ensure accuracy, completeness, and compliance with internal policy standards and external regulations.
  • Identifying potential red flags or deficiencies in client Know-Your-Customer (KYC), source of wealth, and background information, and escalating these findings to relevant stakeholders.
  • Collaborating with Relationship Managers to clarify submission details and obtain supporting documentation where necessary.
  • Providing guidance to RMs on KYC requirements, ensuring they meet established submission standards.
  • Ensuring accurate risk classification based on client profile, source of wealth, and overall risk factors.
  • Coordinating with Financial Crime Compliance and other control functions as needed.
  • Monitoring onboarding turnaround times and ensuring cases are processed within Service Level Agreements (SLAs).

To excel in this position, you should possess strong analytical skills, attention to detail, and excellent communication and interpersonal abilities. You should also be able to work independently with minimal supervision and effectively collaborate with both front office and control functions.



  • Singapore beBeeOnboarding Full time $4,000 - $8,000

    Client Onboarding Coordinator">The primary goal of this role is to ensure a seamless onboarding experience for new clients, guaranteeing they have all the necessary resources and support to effectively utilize our products or services.">This position involves working closely with internal teams to coordinate setup processes, providing tailored training and...


  • Singapore beBeeRisk Full time

    Private Wealth Onboarding Specialist This role is part of a team responsible for the timely and compliant onboarding of new clients within the Private Wealth unit. The successful candidate should have in-depth knowledge of Anti-Money Laundering (AML)/Countering the Financing of Terrorism (CFT) and Client Due Diligence (CDD) standards, as well as an...


  • Singapore beBeeOnboarding Full time

    Client Onboarding Specialist "> This is a dynamic role that requires strong organizational and communication skills to effectively coordinate client onboarding processes. Key responsibilities include: Maintaining accurate and up-to-date client records and documentation. Conducting thorough reviews of client


  • Singapore beBeeCustomer Full time $90,000 - $120,000

    Job DescriptionWe are seeking an experienced Onboarding Specialist to join our team. This role involves coordinating the onboarding process for new clients, ensuring a smooth transition and excellent customer experience.">Key Responsibilities:Coordinate the onboarding process for new clientsCollaborate with internal teams to ensure timely completion of...


  • Singapore beBeeRisk Full time $60,000 - $80,000

    Role OverviewThe Client Onboarding Officer plays a pivotal role in ensuring seamless client onboarding processes. This involves reviewing and validating onboarding documentation to guarantee completeness, accuracy, and adherence to regulatory requirements.Collaborate with the front office team to ensure timely and compliant onboarding of new clients.Review...


  • Singapore beBeeOnboarding Full time $80,000 - $120,000

    Job Title: Client Onboarding CoordinatorAbout the RoleThe Client Onboarding Coordinator will play a critical part in ensuring that all new clients meet our organization's compliance standards and regulatory obligations. This role involves overseeing customer due diligence (CDD) and enhanced due diligence (EDD) as integral parts of the onboarding...


  • Singapore beBeeOnboarding Full time $4,200

    Client Onboarding Specialist">This is a dynamic role that requires strong organizational and communication skills to effectively coordinate client onboarding processes. Key responsibilities include:Maintaining accurate and up-to-date client records and documentation.Conducting thorough reviews of client account information and supporting...


  • Singapore beBeeClient Full time $90,000 - $120,000

    Key Client Onboarding ManagerThis is a career-defining opportunity for an experienced professional to spearhead the client onboarding and relationship management efforts for our Singapore-based business.The ideal candidate will possess a deep understanding of anti-money laundering (AML) and counter-terrorist financing (CFT) regulations, as well as a proven...


  • Singapore beBeeAnalytical Full time $90,000 - $120,000

    The role provides support to the Manager in facilitating client onboarding, business continuity management and outsourcing oversight.Key Responsibilities:Client Onboarding: Coordinate and facilitate meetings with internal stakeholders to support client onboarding, client mandate changes and ad hoc requests as required. Ensure knowledge of regional AML...


  • Singapore beBeeClientOnboarding Full time $80,000 - $120,000

    Job Description:We are seeking a seasoned Client Onboarding Specialist to lead our end-to-end onboarding process. As the primary point of contact, you will ensure seamless integration of clients into our system.Manage and oversee all aspects of client onboarding, including document review and verification.Collaborate with internal teams to optimize...