Client Account Documentation Specialist

Job DetailsLocationSalaryJob TypeContactJob DetailsLocationSalaryJob TypeContact 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...

**Responsibilities**: - Review clients’ account documentation submitted by the Relationship Managers - Responsible for maintenance of all client related static data in the Bank’s various systems - Liaise closely with Legal & Compliance department to ensure documentation requirements - Provide custodial services for all client documentation - Other ad...

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...

**Account Documentation (Client Onboarding **Swiss Private Bank**)** 1 year contract **Main 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...

-Bank of Singapore Singapore Posted 7 hours ago Permanent Competitive - Operations Specialist, Client Account Services - Onboarding (Associate/ Senior Associate)- At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our...

Bank of Singapore SingaporePosted 5 hours ago Permanent Competitive - Operations Specialist, Client Account Services - Onboarding (Associate/ Senior Associate) - At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our...

**Client Account Specialist (CAS)** The Client Account Specialist supports daily operations across customer service, project coordination, and marketing activities. You’ll work closely with the Client Account Manager to ensure smooth order processing, strong client relationships, and engaging project showcases on digital platforms. **Key...

**Your team**: - The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 4600 people.- Pictet has been present in Singapore for more than 25 years where it employs over 200...

**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...

Hays SingaporePosted 23 minutes ago Contract S$3k - S$5k - A great opportunity as a Data and Document Specialist, focusing on client lifecycle management in Singapore. **Your new company** My client is a top tier investment bank in Singapore and they are currently expanding rapidly. They are looking for Data and Document Specialist to focus on client...