Client Onboarding Documentation Officer

1 day ago

Singapore TANGSPAC CONSULTING PTE LTD Full time

One of our clients, a top-tier Swiss wealth manager, Banking client in Singapore is hiring a Client Onboarding Documentation Officer to join their Team based out in Mapletree Business City (MBC).

Responsibilties:
Client Management
- Review account documents submitted by Relationship Managers
- Ensure accounts are opened in the systems in a timely and accurate manner
- Ensure document deficiencies are accurately tracked and escalated as per procedure
- Ensure timely and accurate processing of amendments on the accounts
- Ensure quality service is provided to internal clients i.e. Relationship Managers / Assistant RMs
- Support other departments in various activities (e.g. signature verification, information retrieval)

Business Management
- Strong commitment to quality service and a desire to drive continuous process improvement initiatives
- Support new initiatives and ad hoc tasks as assigned by HOD
- Support the team in user acceptance testing
- Regulatory Responsibilities &/OR Risk Management
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
- Work with Legal & Compliance and other stakeholders on documentation requirements

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social
- Able to multitask and work under tight deadlines
- Sound judgment and initiative
- Able to work with mínimal supervision and a team player
- Good organization ability and time management skills
- Meticulous with an eye for detail
- Proactive, hands-on and solutions-oriented
- Excellent inter-personal and communication skills
- Good analytical and problem solving ability

Professional and Technical
- Degree with 3 - 4 years of related banking working experience, preferably with strong client documentation experience. Open to consider Fresh Graduates who are keen in Banking
- Good knowledge of account documentation requirements in a Private Banking Environment

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