Client documentation officer, private bank

placeSingapore River calendar_month 

about the company

Our client is a global Private Bank, with a strong presence across APAC, Europe and America.

about the job
  • Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty
  • Ensure onboarding welcome pack processed and sent to clients
  • Review of documents submitted by front office
  • Process client's change in circumstance and amendments on the account
  • Ensure document deficiencies are accurately tracked and escalated
  • Assist in name searches for Compliance and Legal team
  • Provide quality service to clients and internal stakeholders
skills and experience required
  • Degree with at least 2 years of relevant working experience
  • Prior experience in banking client documentation and maintenance
  • Team player
  • Good knowledge of Microsoft Office applications

To apply online please use the 'apply' function.

Charlene Lin (EA: 94C3609/ R21100955)
  • skills
no additional skills required
  • qualifications
no additional qualifications required
  • education

Bachelor Degree

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