Top-tier Swiss private bank is looking for a Document Review Officer (Account Modification). The role is a key member of the Team within Private Banking. He/she is to work proactively with the business and other internal functions in the review of the documentation in relation to account maintenance. He/she is responsible for the accurate and timely processing of the account maintenance as well as the efficient handling of enquiries, escalating to senior colleagues where necessary.
KEY FEATURES OF THE POSITION
- Review account documents submitted by Relationship Managers (RMs)
- Ensure timely and accurate processing of client’s change in circumstance and amendments on the accounts
- Ensure document deficiencies are accurately tracked and escalated as per procedure
- Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
- Support other departments in various activities (e.g. signature verification, information retrieval)
- Strong commitment to quality service and a desire to drive continuous process improvement initiatives
- Support new initiatives and ad-hoc tasks as assigned by HOD
- Support the team in user acceptance testing
- Regulatory Responsibilities &/OR Risk Management
- Ensure activities are in compliance with relevant regulatory laws and internal policies
- Work with Legal & Compliance and other stakeholders on documentation requirements
SKILLS REQUIREMENTS OF THE POSITION
- Diploma or Degree with at least 1 year of related banking working experience preferred. Experience with client documentation a huge plus
- Good knowledge of account documentation requirements in a Private Banking Environment
- Good knowledge of MS Office software applications and aptitude for technology
- Able to multitask and work under tight deadlines
- Sound judgment and initiative
- Able to work with minimal supervision and a team player
- Good organization ability and time management skills
- Meticulous with an eye for detail
- Proactive, hands-on and solutions-oriented
- Excellent inter-personal and communication skills
- Good analytical and problem solving ability.
If keen, kindly forward your CV to;
Please note that only successful candidates will be notified.
Data provided is for recruitment purposes only.
Tangspac Consulting Pte Ltd
#03-02 The Octagon, 105 Cecil Street, Singapore 069534
EA License No: 07C3635 | Registration No: R1103077
