Client Onboarding Specialist
6 days ago
Join to apply for the Client Onboarding Specialist role at UBS . Get AI-powered advice on this job and more exclusive features. Job Reference : BR Job Type : Full Time Your role Are you client‐centric? Can you work under pressure? Do you have strong interpersonal skills? We are looking for someone like that to be part of the ICLS Global Banking Onboarding team to support the APAC Global Banking Business. You would directly engage with the client/business for procuring KYC documents. You are the client's voice when liaising with internal stakeholders for any exception handling or risk‐based approaches. You are the key driver to resolve any issues encountered during the client onboarding process. You are responsible for reviewing KYC documents provided by the client and provide timely response to client queries. You are expected to work closely with Client and Business for time‐sensitive deals. You would be the Approver for cases submitted by Fulfilment analyst to ensure adherence to policies and regulations. Your team You will be based in Singapore. We conduct AML KYC CDD on APAC Global Banking clients in line with regulatory requirements and UBS group policies. This is a dual role – Client outreach and Approver. Your expertise Minimum 3 years of Investment Banking KYC experience Understanding of GB Business and product preferred Able to multi‐task and work under time pressure Strong interpersonal skills Client centric with a commercial mindset About Us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment
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Client Onboarding Specialist
2 weeks ago
Singapore ORIENT FUTURES INTERNATIONAL (SINGAPORE) PTE. LTD. Full timeThis is a full-time, on-site for a Client Onboarding Specialist (Senior Associate) role that requires you to work collaboratively with both internal and external stakeholders to support the Sales team with the entire end-to-end client onboarding process. Broadly, the role includes performing client due diligence, obtaining and verifying client documentation,...
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Client Onboarding Specialist
4 days ago
Singapore Private Advertiser Full timeDo you enjoy helping people feel supported from the start? As a Client Onboarding Specialist , you'll welcome new clients, guide them through their first steps and ensure they have a smooth experience. What You'll Do Reach out to new clients to confirm details and explain next steps Assist with basic documentation and appointment arrangements Handle simple...
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Client Onboarding Specialist
2 weeks ago
Singapore Newtone Consulting Full timePosted by - Guoyi Zhang- Director We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation...
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Client Onboarding Specialist
2 weeks ago
Singapore NEW TONE CONSULTING PTE. LTD. Full timeWe are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and regulatory requirements are...
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Client Onboarding Specialist
2 weeks ago
Singapore Epergne Solutions Full timeEpergne Solutions is looking for a Client Onboarding Specialist **Role Purpose** We're looking for someone like that to: - Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. - Interface as a case manager to seamlessly...
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Client Onboarding Specialist
1 week ago
Singapore JCO Management Pte Ltd Full time $45,000 - $63,000 per yearAbout the RoleAs a Client Onboarding Specialist, you'll be the first point of contact for new clients, from welcoming them, guiding them through essential steps to ensuring their experience starts on the right note.Key ResponsibilitiesReach out to new clients to confirm details and outline next stepsSupport clients with basic documentation and appointment...
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Client Onboarding Specialist
2 weeks ago
Singapore Rapsys Technologies Full timeRole Purpose Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client adviser. Think...
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Client Onboarding Specialist
4 days ago
Singapore UBS Full timeSingapore - Operations - Investment Bank **Job Reference #** - 283293BR **City** - Singapore **Job Type** - Full Time **Your role** - We're looking for Client Onboarding Specialist to: -: - Drive and lead cross-divisionally originated onboarding cases across WM and IB. Advise and explain KYC requirements and handhold the client or client advisor through...
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Client Onboarding/KYC Specialist
3 days ago
Singapore Unity Partners Full timeThe Company Our client is a specialist management consulting firm partnering with leading financial institutions across Asia. For this assignment, they are supporting a global financial institution with a strong presence in Hong Kong and Singapore, which businesses covers corporate and investment banking, asset management, private banking, and insurance. The...
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Client Onboarding/KYC Specialist
1 week ago
Singapore Unity Partners Full time $60,000 - $120,000 per yearThe Company Our client is a specialist management consulting firm partnering with leading financial institutions across Asia. For this assignment, they are supporting a global financial institution with a strong presence in Hong Kong and Singapore, which businesses covers corporate and investment banking, asset management, private banking, and insurance. The...
