COMPANY OVERVIEW
My client is a leading private banking and wealth management firm. The company has over 100 years of experience in managing the wealth of private clients across the globe. With a presence in around 25 countries and 60 locations, including major financial hubs like Singapore, Hong Kong, London, and Dubai.
JOB RESPONSIBILITIES
Review client-submitted account documentation from Relationship Managers (RMs).
Process account amendments and changes in client circumstances in line with bank policies and procedures.
Track and escalate documentation deficiencies as per established protocols.
Deliver high-quality service to internal stakeholders, including RMs and Assistant RMs.
Assist other departments with tasks such as data retrieval and remediation efforts.
JOB REQUIREMENTS
Diploma or Degree in a relevant field.
Minimum 2 years of banking experience, preferably with a focus on client documentation.
Experience in private banking documentation is highly desirable.
Knowledge of FATCA, CRS, and QI regulations is an advantage.
Working Location: Singapore
JAC Recruitment Pte. Ltd. (90C3026)
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