Private Wealth Client Onboarding

1 week ago

Singapore Page Personnel Full time

Excellent opportunity to join a global investment bank
- 6 months contract, renewable with an opportunity to convert to permanent

**About Our Client**:
Our client is a leader in global banking with a huge global presence. They provide financial services across corporate and investment banking, asset management and private banking for local corporations and institutions as well as multi-nationals, governments and private clients.

The PWM COB Team is responsible for reviewing Account Onboarding and Maintenance documentations meet regulatory requirements.The team plays a key role in safeguarding the firm by performing the following key functions:

- Understand the different client account structures and legal documentation required to establish new accounts
- Review the accuracy and completeness of account documentation and all required signatures have been obtained
- Ensuring organizational documents are obtained in accordance with firm policy and regulatory requirements
- Perform data input into the system for proper account set up
- Ensure suitability review has been completed
- Identify red flags at client onboarding stage
- Partner with AML Compliance to ensure new policies and regulations are fully implemented within Global PWM
- Be vigilant in due diligence reviews of new client screening for AML & Know Your Client requirements
- Request products (options, margin, etc.) for the respective PWM client accounts
- Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting
- Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal
- Ensure the updated documentations are properly stored into the central documents depository for completeness
- Continuously identify and implement process improvements.

**The Successful Applicant**:

- Degree holder
- Strong understanding of risk and control framework in operations
- Has strong interpersonal skills to establish Business and Federation relationships
- Able to manage multiple tasks or projects and manage deadlines effectively
- Strong team player who is able to work under pressure

**What's on Offer**:
Great opportunity to be part of a global investment bank

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