Your new company

You 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 role

As 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 (e.g. Greater China, Indonesia).
Ensure compliance with internal policies and regulatory requirements (e.g. MAS guidelines).

What you'll need to succeed

At least 1 year of experience in banking or financial services.
Strong attention to detail with the ability to review and verify documentation accurately.
Basic understanding of regulatory requirements (e.g. MAS 626).
Good communication skills with the ability to support Relationship Managers effectively.
Ability to work in a fast-paced environment and manage multiple tasks.
Fluency in Mandarin, as the role supports Relationship Managers and clients across Mandarin-speaking markets.
This role is only open to Singaporeans.

What you need to do now

If you're interested in this role, click Apply Now to submit an up‑to‑date copy of your CV. Alternatively, you may email your resume to [HIDDEN TEXT].
If this role isn't quite right for you, but you know someone who would be a good fit, feel free to refer them.

This job posting is being managed on behalf of Wilfred Lam.
Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924

Client Onboarding Specialist (12 Months Contract)