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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Client Onboarding Specialist
5 days ago
Singapore ORIENT FUTURES INTERNATIONAL (SINGAPORE) PTE. LTD. Full timeThis is a full-time, on-site for a Client Onboarding Specialist (Senior Associate) role that requires you to work collaboratively with both internal and external stakeholders to support the Sales team with the entire end-to-end client onboarding process. Broadly, the role includes performing client due diligence, obtaining and verifying client documentation,...
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Client Onboarding Specialist
5 days ago
Singapore Newtone Consulting Full timePosted by - Guoyi Zhang- Director We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation...
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Client Onboarding Specialist
5 days ago
Singapore NEW TONE CONSULTING PTE. LTD. Full timeWe are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and regulatory requirements are...
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Client Onboarding Specialist
2 weeks ago
Singapore ORIENT FUTURES INTERNATIONAL (SINGAPORE) PTE. LTD. Full time**Client Onboarding specialist positions currently open** This is a role that requires you to work smartly alongside both machines and people to support the sales team with the entire end-to-end Client Onboarding activity. Broadly, the role includes standard client due diligence, enhanced client due diligence, client documentation, client background...
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Client Onboarding Specialist
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Singapore Epergne Solutions Full timeEpergne Solutions is looking for a Client Onboarding Specialist **Role Purpose** We're looking for someone like that to: - Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. - Interface as a case manager to seamlessly...
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Client Onboarding Specialist
24 hours ago
Singapore JCO Management Pte Ltd Full time $45,000 - $63,000 per yearAbout the RoleAs a Client Onboarding Specialist, you'll be the first point of contact for new clients, from welcoming them, guiding them through essential steps to ensuring their experience starts on the right note.Key ResponsibilitiesReach out to new clients to confirm details and outline next stepsSupport clients with basic documentation and appointment...
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Client Onboarding Specialist
5 days ago
Singapore Rapsys Technologies Full timeRole Purpose Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client adviser. Think...
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Client Onboarding/KYC Specialist
3 days ago
Singapore Unity Partners Full time $60,000 - $120,000 per yearThe 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. The...
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Client Onboarding Specialist
5 days ago
Singapore Newtone Consulting Full time**Key Responsibilities**: - Manage the full client onboarding process, from initial contact to account activation. - Collect, review, and verify all necessary client documentation and information. - Ensure compliance with KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence) regulations. - Liaise with internal teams such as...
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Client Onboarding Specialist
1 week ago
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...
