Client Onboarding SG - Documentation Officer

Location: Singapore

Company

hirify.global is a private banking institution focused on wealth management.

What you will do

• Review account-opening documents submitted by Relationship Managers.
• Process account openings and account amendments accurately and within required timelines.
• Track document deficiencies, handle enquiries, and escalate issues to senior colleagues when necessary.
• Support Relationship Managers, Assistant Relationship Managers, and other departments with documentation, signature verification, and information retrieval.
• Contribute to process improvement initiatives, ad hoc activities, and user acceptance testing.
• Work with Legal, Compliance, and other stakeholders on documentation requirements and risk management.

Requirements

• Degree with 3–4 years of relevant banking experience, preferably with strong client documentation experience.
• Good knowledge of account documentation requirements in a private banking environment.
• Good knowledge of Microsoft Office applications and an aptitude for technology.
• Ability to multitask, work under tight deadlines, and manage time effectively.
• Meticulous, analytical, proactive, solutions-oriented, and able to work with minimal supervision.
• Strong interpersonal, communication, judgment, initiative, and problem-solving skills.

Culture & Benefits

• Collaborative work with Relationship Managers, Assistant Relationship Managers, Legal, Compliance, and other internal functions.
• Focus on quality service, continuous process improvement, integrity, fair dealing, and sound risk management.
• Opportunity to support new initiatives and develop knowledge of private banking operations.