Client Documentation Officer, Private Bank

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)