Account Documentation (Client Onboarding Swiss Private Bank)  

1 year contract

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.

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