Wealth Management Onboarding Analyst

1 day ago

Singapore U3 Infotech Pte Ltd. Full time

**We’re looking for someone like that to**:
Perform onboarding processing including document review and account set-up. Ensure adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness of potential legislative and policy breaches and act to proactively prevent their occurrence.
Provide support to internal clients through hotline/advisory support. Business partners includes but not limited to within operations, Legal and Compliance, Business Risk Management, Project team(s).
Engage in process improvement project(s) to streamline & automate the document review and/or static update process

Your experience and skills

**You have**:
2-6 years of experience in Wealth Management Onboarding, Client Lifecycle Maintenance or related Operations roles. Working knowledge of Hong Kong and/or Singapore regulatory landscape favored.
Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.
Experience in leading and/or implementing process changes & automation favored

**You are**:
Client service oriented and enjoys working in a team.
High motivation and positive can-do attitude.
An effective & clear communicator who is comfortable in facing different stakeholders at senior levels
Adaptable to a dynamic and changing environment.

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