Position Overview
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...