Job Description
Your new companyYou will be joining a leading global financial institution within the Wealth Management space in Singapore, known for its strong client focus and robust compliance framework. The Client Onboarding team plays a key role in supporting Relationship Managers across multiple markets, delivering a seamless and high-quality onboarding experience for clients.
Your new roleAs a Client Onboarding Specialist, you will support Relationship Managers (RMs) in managing client onboarding processes and ensuring all documentation is complete, accurate, and compliant.
Key responsibilities include:Prepare and coordinate account opening documentation for Relationship Managers. Review submitted onboarding documents to ensure completeness and accuracy. Verify client information and supporting documents prior to submission. Support onboarding activities across multiple markets ( Greater China, Indonesia). Ensure compliance with int...
Your new roleAs a Client Onboarding Specialist, you will support Relationship Managers (RMs) in managing client onboarding processes and ensuring all documentation is complete, accurate, and compliant.
Key responsibilities include: