Client Account Documentation Specialist – Global Wealth Management

7 days ago


Singapore Ethos BeathChapman Full time $70,000 per year
Job Details

Location Singapore Salary SGD70000 per annum Job Type Permanent Ref BH-23521 Contact Weiyun Teo Contact email Email Weiyun Posted about 3 hours ago

The Role
My client is a boutique Wealth Management Firm we are looking for a Client Documentation specialist in SG. You will be working directly with the RMs and in charge of all documentation matters.

Responsibilities:
  • Review and obtain account opening documents and ensure they are in line with regulatory requirements
  • Review clients' profile and liaise with them on documentation matters.
  • Ensure data accuracy of clients' details in the system
  • Liaise with Bankers on any missing documents and discrepancies
  • Work with the wider team on any UAT and system enhancement work
Requirements:
  • At least 3 years in a Documentation function – ideally from a PB / Wealth firm
  • Experience in MAS 626 and local regulatory requirements
  • Strong working knowledge of best practices in in KYC and SOW
  • Ability to manage and work with regional stakeholders
Take charge of this opportunity to welcome a new career challenge in

EA Personnel No R1985201
BeathChapman Pte Ltd
Licence No 16S8112



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