12 часов назад
Client Account Services Specialist (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Account Services Specialist (Private Banking): Reviewing client documentation and maintaining static account data for private banking lifecycle processes with an accent on accuracy, compliance, and timely service. Focus on periodic KYC reviews, resolving documentation gaps and account exceptions, and coordinating with Relationship Managers, Compliance, and Operations teams.
Location: BOS Singapore
Company
is a global private bank within the OCBC Group network, providing private banking services and client account support.
What you will do
- Review client documentation and process post-onboarding maintenance requests accurately and on time.
- Update client static data in the bank’s core system.
- Perform sanity checks on periodic review lists and prepare outstanding document lists for Front Office.
- Liaise with Relationship Managers and Marketing Assistants on periodic review and maintenance cases.
- Handle queries, exceptions, investigations, and escalations while ensuring compliance with bank policies.
- Monitor risks and controls and support continuous alignment of processes with internal standards.
Requirements
- 3–4 years of experience in documentation-related work, preferably in private banking account services.
- Meticulous, detail-oriented, and able to handle complex cases.
- Ability to work independently with minimal direction and contribute effectively to a team.
- Clear and concise verbal and written communication skills.
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
Culture & Benefits
- Full-time, one-year contract position based in Singapore.
- Open, fair, and collaborative working culture.
- Professional and personal development programmes.
- Remuneration package with additional non-financial benefits.
- Development opportunities within the OCBC Group’s global network.
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