Raffles Place
9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday
Responsibilities
- Participate as a member of the Central Utility Team, providing support to the Front Office on Client Due Diligence and SOW write-ups.
- Collaborate with the Front Office to obtain the necessary corroboration evidence and documentation to enhance the quality of SOW write-ups.
- Liaise with Senior Client Advisors (SCAs) to clarify submissions and obtain supporting documentation where required.
- Prepare initial drafts of SOW write-ups based on information provided by the Front Office, for subsequent review by SCAs.
- Serve as a knowledge resource for the Front Office on client onboarding documentation requirements and retail banking services.
- Manage and process client onboarding documentation checks and provide general services to Front Office staff.
- Handle and respond to queries from the Front Office within the scope of responsibility.
- Perform data entry and updates in the Private Bank system.
- Comply with internal policies and procedures and escalate issues as necessary.
Requirements
- Demonstrated knowledge of private banking, including experience with account opening documentation, account maintenance, and security transfers.
- Prior experience in KYC and SOW corroboration
- Accounting Degree and preferably at least two years of experience as an Assistant Relationship Manager (ARM) in Wealth Management.
Jessica Nguyen Huynh Thanh Truc
CEI Reg. No. R23113787
EA License No. 99C4599
We regret that only shortlisted candidates will be notified.
