Client Onboarding Specialist

2 days ago

Singapore Epergne Solutions Full time

Epergne 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 handle all the different steps for onboarding a client, handle all queries from the client/client adviser.
- Think flexibly to propose new ideas and contribute to continuous improvement of processes and services.
- Strong understanding of the ever-changing regulations relating to AML/KYC and Investment suitability.
- Engage in adhoc projects including systems change, process improvement, cross border initiatives, new regulatory changes from requirements gathering through implementation. Have good planning and time management/prioritization skills.

**Your experience and skills**

You have:

- Bachelor’s degree in any stream
- “X-X “years of experience in KYC/AML roles, Client Onboarding, Remediation Process, or related functions ( ideally in banking)
- Detailed understanding of KYC/AML procedures/regulations
- Understanding of the risk management framework in a bank, with emphasis on ability to identify, assess and address any potential risks.
- Proven experience in client service (ideally in banking).
- Ability to diligently follow up and follow through on deliverables.

You are:

- A self-starter who can work well with mínimal supervision.
- A skilled written and verbal communicator. (Mandarin written and verbal skill would be an advantage in serving our APAC clients)
- A collaborator who can work well with different functions and can manage stakeholder expectations.
- A dedicated team player with a can-do attitude and eagerness to learn.
- An effective worker who can multi-task and perform under pressure.
- Able to think on your feet /out of the box to come up with solutions.

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