
Account Documentation Executive
7 hours ago
The incumbent will be responsible for the review of account documentation and will be part of the General Services - Client Onboarding team. S/he will report to the Team Lead of Client Onboarding.
**Key Responsibilities**
- Process and review account documentation for SG-booked, CH-booked and HK-booked accounts
- Full review of account opening documentation for SG-booked accounts
- Review of account opening documentation for CH and HK-booked accounts based on SG requirements
- Review of account documentation for periodic review of SG, CH and HK-booked accounts
- Input / validate client static data in systems
- Handle client documentation and system maintenance for structure changes and updates
- Onboarding, updates and periodic review of Business Introducers and Independent Asset Managers
- Assist in preparation of periodic reports and statistics
- Attend to queries from Front Office on client account documentation issues
- Process CRS & FATCA forms
- Other adhoc tasks and projects
**Role Requirement**
- Have at least 5 - 8 years of account documentation review experience in Private Banking
- Strong interpersonal and communication skills
- Team player and able to work independently under tight deadline pressure
EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.
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