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Client Onboarding Officer

2 months ago

Singapore UBS Full time

About the Role

We are seeking a highly motivated and experienced Client Onboarding Officer to join our FSO Singapore Client Onboarding organization. As a key member of our team, you will be responsible for providing efficient and high-quality support to our Clients and Client Advisors in Wealth Management.

Key Responsibilities

  • Support Wealth Management Client Advisors and our clients on all Client onboarding matters
  • Provide a broad spectrum of high-quality services, such as account opening, account maintenance, credit, KYC/AML, and support with other complex client onboarding processes
  • Facilitate the Onboarding of new client relationships and accounts for Individuals, Domiciliary Companies, Legal entities, Financial Institutions, Trusts, Funds, External Asset Managers
  • Ensure compliance with MAS 626 notices and Guidelines, and to mitigate risk (Legal / Regulatory / Reputational) for the bank
  • Review and assess the adequacy of the Source of Wealth narrative and corroboration submitted by the Front Office for new to bank prospects and / or existing clients
  • Address sanction and other AML risks identified during the banks Name Screening guidelines
  • Build strong relationships with key stakeholders such as Front Office, Legal, Compliance and Risk management teams
  • Manage complex troubleshooting as required
  • Work within a highly motivated Client Onboarding team, and help to continuously improve processes (i.e. sharing lessons learned and best practices)
  • Potentially have contact with clients to support the onboarding
  • Follow and adhere to the UBS code of ethics and the relevant cross-border regulations

About the Team

You'll be working in the FSO Client Onboarding Team in Wealth Management. Our team is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Providing an excellent and outstanding client experience is our goal. Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

About You

  • Solid banking experience or at least a bachelor's degree in a banking/ finance-related discipline
  • 6 to 10 years' experience or more in a similar Client Onboarding role dealing with Wealth Management clients and supporting Client Advisors
  • Experience in AML/KYC and regulatory guidelines e.g. MAS 626
  • Solid IT skills, ideally with UBS programs such as CAWB, CBD, etc. as well as willingness to learn new tools and processes
  • Very good problem-solving skills
  • An excellent spoken and written knowledge of English & Mandarin (which would be advantageous in serving our APAC clients)
  • Ability to work accurately & efficiently
  • Excellent (self-)organization & communication skills
  • A highly motivated team player who is a team player
  • Highly adaptable and has an ability to work through change
  • Be inquisitive and challenge status quo to improve processes
  • Strong personality who is resilient, reliable and responsible
  • Able to work and be focused under pressure; perfectly organized and with high quality standards