Client Onboarding Control

Support Wealth Management Client Advisors and clients on all client onboarding matters.Your new company You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Your new role ...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The...

Support the bank’s AML/CFT framework by conducting post-onboarding reviews, managing client lifecycle processes, and collaborating with cross-functional teams to drive compliance excellence. **Key Responsibilities** - Conduct **periodic AML/KYC reviews**of clients and financial intermediaries in accordance with internal policies - Perform **plausibility...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The...

**Role Overview** The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company’s products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all...

**Trusted carbon credits. Real impact.**: Climate Impact X (CIX) is a Singapore-based global carbon exchange and marketplace that aims to scale the voluntary carbon market; through a joint venture by DBS, SGX, Standard Chartered and Temasek. CIX offers distinct platforms and products that cater to the needs of different carbon credit buyers and sellers. The...

**Trusted carbon credits. Real impact.**: Climate Impact X (CIX) is a Singapore-based global carbon exchange and marketplace that aims to scale the voluntary carbon market; through a joint venture by DBS, SGX, Standard Chartered and Temasek. CIX offers distinct platforms and products that cater to the needs of different carbon credit buyers and sellers. The...

The Company Our client is a specialist management consulting firm partnering with leading financial institutions across Asia. For this assignment, they are supporting a global financial institution with a strong presence in Hong Kong and Singapore, which businesses covers corporate and investment banking, asset management, private banking, and insurance. ...

Business Function: DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

**Job Type**:Contract 6 Months (Subject to extension / Convert to perm role) **Location**:CBD Area **Responsibilities**: - Collaborate closely with the Sales team to prioritize onboarding requests, - manage end-to-end client onboarding process for prioritized clients Liaise with internal stakeholders - Have worked in pre-executions / onboarding functions...