Account Documentation (Client Onboarding Swiss Private Bank)
6 months
Main Responsibilities
• Process and review account documentation for SG-booked, CH-booked and HK-booked accounts
• Full review of account opening documentation for SG-booked accounts
• Review of account opening documentation for CH and HK-booked accounts based on. SG rèquirements
• Review of account documentation for periodic review of SG, CH and HK-booked accounts
· Input / validate client static data in systems
• Handle client documentation and system maintenance for structure changes and updates
• Onboarding, updates and periodic review of Business Introducers and Independent Asset Managers
• Attend to queries from Front Office on client account documentation issues
• Assist in preparation of periodic reports and statistics
• Process CRS & FATCA forms
• Other adhoc tasks and projects
Requirements
• Have at least 5 - 8 years of account documentation review experience in Private
• Banking
• Strong interpersonal and communication skills
• Team player and able to work independently under tight deadline pressure
Salary: $5000 - $7000
Location: CBD
Working hours: 9-6 pm mon-fri
Please state your availability, current and expected salary in the resume.
Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24018
Tel: 6233 0450
WA: 87555290
Bryan Huang (R22104680)
We regret that only shortlisted candidates will be notified.
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Bryan Huang | Registration No: R22104680
