1 день назад
Client Account Services Specialist (Manager/AVP)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Account Services Specialist (Manager/AVP) (Private Banking): Reviewing account-opening documentation and maintaining accurate client onboarding records with an accent on KYC checks, regulatory compliance, and documentation quality. Focus on identifying documentation gaps, implementing controls, remediating errors, and improving account-opening processes.
Location: BOS Singapore
Company
is a private bank within OCBC Group, offering wealth management and banking services through a global network.
What you will do
- Review account-opening documentation for completeness, including supporting KYC and constitutional documents for complex accounts.
- Work with Relationship Managers and Assistant Relationship Managers to identify missing documentation and support client follow-ups.
- Update client data from source documents in the bank’s client onboarding system.
- Monitor outstanding documentation and ensure submissions are accurate and timely.
- Coordinate with Compliance to keep policies and processes aligned with regulatory requirements.
- Implement controls, identify risk areas, remediate errors, and improve account-opening processes with relevant teams.
Requirements
- At least 5 years of experience in a similar capacity.
- Relevant experience in private banking or retail banking.
- Interest in developing a career in account documentation review.
- Meticulous and detail-oriented approach.
- Strong verbal and written communication skills, with the ability to work independently and collaboratively.
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
Culture & Benefits
- Full-time employment in Singapore.
- Open, collaborative, and fair working culture.
- Professional and personal development programmes.
- Attractive remuneration and non-financial benefits.
- Development opportunities within OCBC Group’s global network.
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