Client Onboarding Documentation Officer

Posted by: CV Submit Aeon Recruiter View profile & contact Client Onboarding Officer to perform onboarding of clients promptly and accurately. **Responsibilities** - Onboarding of clients (customers & financial institutions) - Work closely with front office on documentations required for account opening to ensure completeness - Liaise with relevant team...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. GENERAL DESCRIPTION The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. GENERAL DESCRIPTION The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore ( BJBS ) in the...

Review of account opening documentations to ensure completeness including supporting KYC documents for new accounts - Onboarding officer to liaise with business development on status of onboarding case - Communicate with prospective customer or business development for any documentation deficiencies - Monitor and follow up closely on outstanding...

**Client Onboarding Officer** **Position Purpose** Account Management team plays a critically important role in partnering and supporting Front-Office to onboard clients, open new accounts (which is a business strategic priority) and to manage the client account lifecycle (account opening, review/ recertification and closure). This role will work closely...

Location: Willing to work at Changi Business Park (CBP) Duration: 6 Months Contract **Responsibilities**: - Assist the senior management in ensuring with external and internal regulations - Perform AML/KYC risk and approval for clients - Perform due diligence searches and account opening documentation checks for client onboarding - Review and assess the...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team....

What is this position about? Main Objectives & Purpose - Client On-Boarding team’s goal, is to ensure a global and consistent “first service” is rendered to the clients. - This team will be working around 2 main themes: Prioritization of on-boarding/recertification, and Coordination of the whole process (Risk, Legal and Systems). - The team must work...

Various positions in KYC compliance are available. We are assisting our clients in their growth plans to expand its KYC team - looking for KYC professionals interested in 1.5LOD functions within the private banking segment. These roles focus on client onboarding, periodic and trigger event reviews, transaction reviews, conducting due diligence background...