Client Onboarding

An exceptional opportunity has arisen for a Client Onboarding Associate to join a prestigious international wealth management division in Singapore on a 6-month fixed term contract.

This role is ideal for someone who thrives in a collaborative environment and is passionate about delivering outstanding client service within the financial sector. You will be part of a dedicated team that supports high-net-worth individuals and families, ensuring seamless onboarding experiences while upholding the highest standards of compliance and regulatory excellence.

• Join a globally recognised wealth management team offering tailored solutions to high-net-worth clients, with a strong focus on collaboration and support.
• Benefit from flexible working opportunities and participate in significant system upgrades, new product launches, and regulatory projects that will enhance your professional expertise.
• Be part of an inclusive workplace that values diversity, psychological safety, and continuous learning, ensuring you are supported at every stage of your journey.

What you'll do:

As a Client Onboarding Associate (6 Months Fixed Term Contract), you will play a pivotal role in supporting the seamless integration of new clients into the wealth management platform.

• Provide direct support to Relationship Managers on Know Your Customer (KYC) requirements during client onboarding and rolling reviews, occasionally meeting with prospects or clients as needed.
• Ensure strict adherence to compliance protocols, KYC processes, due diligence procedures, and anti-money laundering (AML) regulations by Relationship Managers throughout all onboarding activities.
• Act as the primary point of escalation for issues and inquiries related to client onboarding or rolling review matters, handling day-to-day business support efficiently.
• Serve as a liaison between front office sales teams and Compliance/Customer Due Diligence (CDD) teams to coordinate all requirements for client onboarding and periodic reviews.
• Develop comprehensive knowledge of financial products and evolving regulations, interpret new regulatory changes alongside compliance colleagues, and recommend relevant process improvements.
• Maintain and update internal policies, forms, and checklists for the International Wealth Management division to ensure ongoing relevancy; communicate updates regarding workflow enhancements effectively across teams.
• Support daily operations within business management functions to guarantee consistent service quality across the front office environment.
• Participate actively in key initiatives such as major system upgrades, introduction of new products, and projects related to regulatory changes impacting the business.
• Engage extensively with Financial Crime Compliance (FCC), Legal, Compliance, Operations, and Risk units as required to facilitate smooth client onboarding processes.

What you bring:

To excel as a Client Onboarding Associate (6 Months Fixed Term Contract), you bring substantial experience from similar roles within wealth management or private banking environments.

• A minimum degree from an accredited university is required for this position within the wealth management sector.
• At least five years' experience in a client onboarding function within wealth management or private banking is essential for success in this role.
• Demonstrated expertise in client onboarding processes for wealth clients including KYC procedures, due diligence checks, and AML compliance measures is necessary.
• Proven ability to communicate clearly both verbally and in writing while working effectively with internal stakeholders such as Relationship Managers as well as external clients.
• Meticulous attention to detail combined with strong organisational skills enables you to manage multiple tasks simultaneously without compromising accuracy or quality.
• A collaborative approach as an organised team player with sound understanding of financial products and services is highly valued.
• Excellent interpersonal skills are crucial for building rapport across diverse teams while ensuring sensitive information is handled appropriately at all times.
• Experience interpreting new regulations alongside compliance professionals and recommending process changes demonstrates adaptability within evolving environments.

What sets this company apart:

This organisation stands out as a global leader in financial services by consistently prioritising personalised advice tailored specifically for high-net-worth individuals and families worldwide. With nearly a century-long legacy built on disciplined entrepreneurship and considered thought leadership, it offers employees unparalleled access to industry expertise across more than 30 countries.

What's next:

If you are ready to take the next step in your career by joining an internationally respected wealth management team dedicated to excellence-this opportunity awaits you

Apply today by clicking on the link provided; we look forward to connecting with talented professionals eager to make an impact.

Do note that we will only be in touch if your application is shortlisted.

Robert Walters (Singapore) Pte Ltd

ROC No.: E | EA Licence No.: 03C5451

EA Registration No.: R ShiHua Goh