Proximity Client Onboarding Specialist
3 days ago
**Your new company** The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries. **Your new role** You’ll be working in a Wealth Management Proximity Operations team in Singapore, which provides an exciting career opportunity for those who want to develop further in their area of expertise and provide know-how across markets. We support the front business (Client Advisors, Investment Advisors and Relationship Managers) for all clients onboarding for new clients, supporting Singaporean business. Providing an excellent and outstanding client experience is our main goal. **What you'll need to succeed** - 1-3 years of experience in Wealth Management Onboarding Client Lifecycle Maintenance or related Operations roles. - Working knowledge of Singapore's regulatory landscape is favoured. - The client focused and motivated on working in partnership with front-to-back stakeholders to define practical solutions that meet the internal policies and regulatory requirements. - A strong risk and control mindset with a structured and logical approach to analysis and problem-solving. - The client is service oriented and enjoys working in a team. - High motivation and a positive can-do attitude. Effective & clear communication; comfortable in facing different stakeholders at senior levels. - Adaptable to a dynamic and changing environment. **What you'll get in return** - Review and process various documentation relating to Wealth Management clients. The various types of documents include: >Product subscription documentation >Tax documentation > Client requests to make changes to their records - Perform new client onboarding processing including document review profile and Know Your Client (KYC) plausibility review. Ensure adherence to regulations, guidelines, standards and UBS policies. - Provide support to the front office (Client Advisors, Investment Advisors and Relationship Managers) on questions related to the middle office and provide pre-vetting support if needed. This also includes giving support to them for any exceptional handling they may face with their clients. - Maintain in-depth awareness of potential legislative and UBS policy breaches and act to proactively prevent their occurrence. - Direct liaison with; and support to internal clients through hotline/advisory support. Business partners include but not limited to within operations, Legal and Compliance, Business Risk Management, Project team(s). - Engage in adhoc project(s) including systems change, process improvement, cross-border initiatives, new regulatory changes from requirements gathering through to implementation. **What you need to do now** EA Reg Number: R21103035 EA Licence Number: 07C3924 Company Registration No: 200609504D
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Senior Specialist, Operations
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Client Onboarding Specialist
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Singapore Hays Malaysia Full time**Your new company** Client is a top tier investment bank in Singapore, looking for a Client Onboarding Specialist to join them in their fast and growing team. **Your new role** Are you a person who enjoys interaction and coordination with internal and external stakeholders? Are you good at planning and time management? We’re looking for someone like...
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Client Onboarding Specialist
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Client Onboarding Specialist
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Singapore QCP CAPITAL PTE. LTD. Full timeWe are QCP Capital, a full-suite crypto asset trading firm. Since our founding in 2017, we have witnessed the potential of crypto assets to transform financial markets and the world at large. Today we exist at the centre of this change, bridging institutional and crypto ecosystems. We work to catalyse a circle of progress, ultimately to shape a better...
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Singapore Bank of Singapore Full timeClient Due Diligence Specialist, Onboarding (Manager) 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 people through our programmes that develop them on both professional and personal levels. Besides attractive...
