Contractor, Client Documentation Specialist

1 week ago

Singapore Schroders Full time

**Overview of role**

A contributing member of the Client Documentation team within Singapore Wealth Management, with a focus on managing client documentation process flows, providing advisory to Front Office on on-boarding requirements in accordance with the Bank’s KYC/AML standards and regulatory requirements, as well as ensuring high standards of clients’ data maintenance.

**Who we’re looking for**
- Maternity cover
- Opened to 4 months’ contract
- A contributing member of the Client Documentation team within Singapore Wealth Management, with a focus on managing client documentation process flows, providing advisory to Front Office on on-boarding requirements in accordance with the Bank’s KYC/AML standards and regulatory requirements, as well as ensuring high standards of clients’ data maintenance.

**About Schroders**
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 4,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

**The base**
Singapore

**The team**
Team of 3 reporting to the Head of Operations, Wealth Management

**What you’ll do**
- Act as the key point of contact to the Relationship Managers and Relationship Management Assistants for account opening and documentation matters.
- Prepare all new client documentation for correctness and completeness before sign-off; this includes confirming the correct anti-money-laundering documents and source of wealth information are present as well as the correct internal documentation, whilst collaborating with Compliance.
- Support the team in liaising with WM Compliance or Legal on any complex issues or risk assessments.
- Ensure the set-up, amendment and closure of clients, accounts, portfolios and maintenance of client static data in the relevant systems, coordinating client static data requests and issues with the Service Centre in Zurich.
- Perform an annual independent review for normal risk customer in accordance to regulatory requirement as well as Bank's AML/KYC policy and procedures.
- Handle AEOI / FATCA related documentation and reporting requirements.
- Produce monthly reports for key stakeholders.
- Maintain effective procedures and controls to manage and control the associated risks.
- Support ad-hoc projects as and when required.

**The knowledge, experience and qualifications you need**
- Degree/Diploma-holder
- At least 1 year of relevant experience in a wealth management environment
- Understanding of QI/FATCA, CRS, Complex structures, AML and KYC regulations
- Hands-on exposure to Temenos T24 will be an added advantage
- Meticulous attention to detail, coupled with the ability to work well under pressure
- A team player with good analytical and social skills
- Ability to work independently
- Ability to be client centric while balancing business needs and controls
- Strong communicator both orally and written.

**We’re looking for the best, whoever they are**
Schroders is an equal opportunities employer. You’re welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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