Job Description
Same platform, different brand. Your saved jobs and alerts as well as your log in details have moved with you.
What
Where
Review account documents submitted by Relationship Managers (RMs)
Manage processing of client’s change in circumstance and amendments on the accounts
Ensure document deficiencies are accurately tracked and escalated as per procedure
Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
Provide support to other departments in various activities (e.g. signature verification, information retrieval)
Requirements:
Diploma or Degree with at least 2 years of related private banking working experience, preferably with client documentation experience
Familiar with CRS, FATCA and QI documentations and annual regulatory reporting
Familiar in handling Corporate Documentation and familiar with Account Structure Changes, Cert of Incumbency review.
Good knowled...