Client Lifecycle Manager

3 days ago

Singapore beBeeKYC Full time
Job Overview
As a seasoned KYC professional, you will play a vital role in ensuring the smooth execution of client periodic reviews for the Private Banking and Private Wealth Management business line. Your key responsibility will be to collaborate with client relationship teams and AML Refresh Operations to manage end-to-end client refreshes, track pending requirements, perform screening, and resolve operational or compliance-related escalations.
Key Responsibilities
  • Support Client Advisors (CAs) and Market Team Heads (MTHs) on complex due diligence cases and regulatory requirements
  • Own and manage the end-to-end KYC process, including periodic reviews, onboarding, and trigger events, ensuring completeness, accuracy, and compliance with internal policies and APAC regulatory guidelines
  • Address volume surges in Periodic KYC Reviews (PKRs) and collaborate effectively with the Front Service Office (FSO)
  • Review and validate client documentation, conduct screening, and secure necessary approvals from Compliance and Business stakeholders
  • Collaborate closely with Relationship Managers (RMs), and other front-office teams to guide them through KYC requirements, explain policy rationale, and ensure efficient collection of necessary client documentation
  • Contribute to KYC process improvement initiatives, offering ideas and feedback to drive greater efficiency, quality, and automation.
Eligibility Requirements
  • Bachelor's Degree in a relevant field with a Minimum of 5 plus years of hands-on experience in KYC operations, specifically within Private Banking or Private Wealth Management
  • Strong KYC/AML expertise, with experience in AML CDD policy standards and industry practices in AML CDD
  • Excellent stakeholder management and interpersonal skills, with the ability to work across teams and communicate with colleagues at various levels
  • Experience in a client-facing or direct client interaction capacity (related to KYC data gathering, remediation, or query resolution)
  • Ability to multi-task, work independently, and establish a cooperative and collaborative working relationship

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