Client Onboarding Specialist
1 week ago
**JOB DETAILS**
**Job Type**
- Permanent
**Position Level**
- Senior Manager
**Qualification**
- Degree
**Discipline**
- Any Discipline
**Specialization**
- Private Banking
**Sector**
- Group Community Financial Services
**Experience**
- 5 - 7 years
**Salary**
- Up to 5,000 SGD
**JOB DESCRIPTION**
- This role reports to the Middle Office Head in Private Wealth.
**JOB RESPONSIBILITIES**
- Review account opening documentation for Private Banking clients - Hand hold RMs in on-boarding of new clients with complex account structures. Able to advise them on the mandatory documentation requirements for corporate structures e.g. operating companies, trust, EAM, family offices, variable capital company etc., preferably in different jurisdictions - Periodic KYC review of existing accounts and conduct name screening - Ensure that established policies, procedures and processes are in compliance with new regulatory requirements - Support the Head in managing other middle office functions - Undertaking ad hoc assigned projects in the middle office space
**JOB SKILLS**
**1)**Interpersonal**2)**Communication**JOB REQUIREMENTS**
- At least 5 -7 years of experience in account opening documentation review, with familiarity in handling complex organizational structures (e.g. EAM, Family Office, Trust entities etc.) in a private banking environment - Highly motivated, persistent and able to work in a structured, high volume, time sensitive, high-risk environment - Capable of multitasking and eager to learn multiple wealth products in a challenging environment - Good interpersonal skills, pro-active team player but also able to work independently - Proficient in Microsoft Office Applications
-
Client Onboarding Specialist
2 weeks ago
Singapore FX TECHNOLOGY PTE. LTD. Full time**Role Overview** The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company’s products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all...
-
Client Onboarding Specialist
1 day ago
Singapore Wipro Limited Full timeSingapore, Singapore - DOP - 3114705 **Job Description**: **Role Purpose** - We're looking for a Client Onboarding Specialist to: - Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. - Engage directly with client advisors to understand client profile, assess documentation requirements and capture required...
-
Client Onboarding/KYC Specialist
1 week ago
Singapore Unity Partners Full time $80,000 - $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. ...
-
Client Onboarding/KYC Specialist
9 hours ago
Singapore Unity Partners Full time $60,000 - $120,000 per yearJob Description: The CompanyOur 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,...
-
Client Onboarding Specialist
2 weeks ago
Singapore RMA CONTRACTS PTE. LTD. Full time**Job Type**:Contract 6 Months (Subject to extension / Convert to perm role) **Location**:CBD Area **Responsibilities**: - Collaborate closely with the Sales team to prioritize onboarding requests, - manage end-to-end client onboarding process for prioritized clients Liaise with internal stakeholders - Have worked in pre-executions / onboarding functions...
-
Client Onboarding Control
6 days ago
Singapore Hays Singapore Full time $60,000 - $80,000 per yearYour new company You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Your new role As a Client Onboarding Specialist, you will Support Wealth Management...
-
Client Onboarding Control
6 days ago
Singapore Hays Full time $60,000 - $80,000 per yearSupport Wealth Management Client Advisors and clients on all client onboarding matters.Your new company You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Your new role ...
-
Onboarding Specialist
1 week ago
Singapore GUOTAI JUNAN FUTURES (SINGAPORE) PTE. LTD. Full time**About the Role** We are seeking a meticulous and client-focused **Onboarding Specialist**to join our team in Singapore. In this role, you will be responsible for managing the end-to-end onboarding process for new clients, ensuring compliance with internal policies and regulatory requirements. You will work closely with sales, compliance, and operations...
-
Onboarding Specialist
1 day ago
Singapore LIGHTNET (SINGAPORE) PTE. LTD. Full time**About the Company** Lightnet is a fintech company headquartered in Singapore. At Lightnet, we are working on the world’s most advanced cross border payments system. Lightnet has built a global network of Trusted Financial Services partners which provides the most interoperable, efficient, and cost-effective payments capability available today. We...
-
Client Onboarding Specialist
1 day ago
Singapore Hays Full time**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** - Act...