Client Onboarding Specialist

2 days ago


Petaling Jaya, Selangor, Malaysia Bank of Singapore, Asia's Global Private Bank Full time

We are seeking a highly skilled Client Onboarding Specialist to join our team at Bank of Singapore, Asia's Global Private Bank. In this role, you will support our Relationship Managers in serving existing clients interested in opening accounts with us.

Responsibilities
  • Support the completion of client onboarding documents.
  • Follow up with clients on any document deficiencies.
  • Coordinate BOSWME specific matters with Local Compliance.
  • Set up BOSWM-MY NDPM mandate accounts.
Skills and Qualifications

To succeed in this role, you will need:

  • A minimum of 5 years' experience in client servicing or Front Office sales support with multi-national private banks.
  • The ability to work with complex structures for account opening and ongoing documentation requirements.
  • Sound knowledge of banking products and services, including investment products.
  • Proficiency with financial tools such as Bloomberg.
  • Excellent communication and client interfacing skills.
  • Meticulous attention to detail and problem-solving abilities.


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