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Client Relationship Management Professional

1 week ago

Singapore Robert Walters Full time
Job Description:

This is a unique opportunity to work with our Relationship Managers, ensuring that client documentation is accurate and up-to-date throughout the account onboarding process.

You will be responsible for applying regulatory requirements and internal policies to ensure compliance. Your attention to detail and analytical skills will enable you to tackle any challenge that comes your way.

Key Responsibilities:
  • Apply regulatory requirements and internal policies
  • Maintain and track documentation
  • Review documents for external asset managers, strategic partnerships, and independent agents
  • Update systems, prepare reports, and archive electronic and physical documentation
  • Verify signatures for clients' instructions
  • Process digital internet access kits
  • Facilitate credit documentation