
Client Onboarding Specialist
2 days ago
Role 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 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.
Salary( Please specify “Fresher
- if
require “ & Experience Salary)
Up to 2 years 3800-4200, 2-3
years up (please negotiate the
best option)
Location Singapore
Domain Required( if any specific) KYC Onboarding
Experience/Fresher Exp
Year of experience required 0-3 years
Minimum Education Graduate
Duration 6 months (extendable based on
performance)
Permanent/Fixed term
Employee/3 rd part contract
- Fixed term
- Working Days Monday to Friday
- Time and Office location 9 PR & 1 Raffles Link**Job Category**:Cleint Onboarding specialist**Job Type**:Full Time**Job Location**:Singapore
-
Client Onboarding Specialist
4 days ago
Singapore FX TECHNOLOGY PTE. LTD. Full timeRole Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical...
-
Client Onboarding Specialist
4 days ago
Singapore beBeeClientOnboarding Full time $90,000 - $120,000About this role We are seeking an experienced Client Onboarding & Due Diligence Specialist to join our team. As a Client Onboarding & Due Diligence Specialist, you will be responsible for ensuring a seamless and compliant client journey from onboarding to ongoing due diligence. Key Responsibilities: Manage the end-to-end onboarding process for corporate...
-
Client Onboarding Specialist
2 days 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...
-
Client Onboarding Specialist
2 days 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...
-
Client Onboarding Specialist
2 weeks ago
Singapore ORIENT FUTURES INTERNATIONAL (SINGAPORE) PTE. LTD. Full time**Client Onboarding specialist positions currently open** This is a role that requires you to work smartly alongside both machines and people to support the sales team with the entire end-to-end Client Onboarding activity. Broadly, the role includes standard client due diligence, enhanced client due diligence, client documentation, client background...
-
Client Onboarding Specialist
1 day ago
Singapore beBeeClientOnboarding Full time $80,000 - $120,000Delivering an exceptional client experience is our top priority. We are seeking a Client Onboarding Specialist to join our Wealth Management Singapore team. We are looking for someone who enjoys working in a dynamic environment, supporting experienced Client Advisors in delivering outstanding results. This role involves facilitating the onboarding of new...
-
Client Onboarding Specialist
4 weeks ago
Singapore FX TECHNOLOGY PTE. LTD. Full timeRoles & ResponsibilitiesRole OverviewThe Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services.This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and...
-
Client Onboarding Specialist
1 week ago
Singapore EPIKLAH PTE. LTD. Full timePosition Overview: As a Client Onboarding Specialist, he/she will play an important role in ensuring a seamless and positive experience for the clients as they transition from the sales process to becoming fully onboarded users of Epiklah’s AI solutions. Your primary focus will be on guiding clients through the onboarding journey, empowering them to...
-
Client Onboarding Specialist
2 days 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...
-
Associate, Client Onboarding Specialist
6 days ago
Singapore MUFG Full time**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...