Client Account Documentation Officer

**Responsibilities**: - Handle the onboarding of new clients and administer the account opening process - Review account opening documentations submitted by front office - Liaise with front office for issues identified during review - Maintain and update of client's data in Bank's system - Preparation of reports for management and assist with any ad hoc...

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 Document Review Officer is a key member in the Client Account Modification Team within COO organisation supporting private...

**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...

A Private Bank is building their centralized Client Service Support Team to support their front office operations. **Responsibilities**: - Act as the point of contact for the Front Office - Support operational queries - Perform independent verification of client’s instructions / Dormant account Call Back - Co-ordinate & ensure smooth and timely delivery...

LMA SingaporePosted 4 hours ago Permanent S$60k - S$74k **Client Relationship Officer** This role will be tasked with roles and responsibilities of managing and closing the accounts and will be in direct contact with the clients in order to guide and assist clients with the account closure process, and ensure a smooth and seamless client experience in...

Bookkeeping and preparation of Fund and Syndicate Accounts. - Generating regular reports for Fund Managers and Limited Partners, including but not limited to periodic financial statements (consistent with relevant accounting standards and regulations), Net Asset Value (NAV) statements, Capital Account Statements, reconciliation of cash and positions, review...

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 near 200 people. **Pictet...

**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...

**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...