Private Wealth Management Operations

5 days ago

Singapore Peoplebank Full time

**Private Wealth Management Operations (AML/Client Onboarding)**
- 6 months contract

**The Client**
- US Global Investment Bank
- Fast-paced work environment
- Dynamic work culture

**The Opportunity**
- 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.

**Your Background**
- Degree in Banking/Finance or equivalent.
- 1+ years financial industry experience (AML or other Client Onboarding Regulatory experience a plus)
- Highly motivated and results orientated
- Have a high level of self-initiative to challenge and improve processes
- 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

Peoplebank Singapore Pte Ltd, EA Licence Number: 08C5248

**EA Licence**: 08C5248

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