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Job Opportunity: Account Documentation Analyst:Job description:Account Documentation AnalystSave jobContract type:CONTRACTOR income:Market Aligned Job location:Singapore RiverCONTRACTOR Consultant:Glen Chua (R1435983) Job Listing reference:H5L32T-31FE511C Date Published:25 January 2024singaporebanking-financial-services/operations2024-01-252024-02-24banki ng Singapore RiverSG Robert Walters https://www.robertwalters.com.sg https://www.robertwalters.com.sg/content/dam/robert-walters/global/images/l ogos/web-logos/square-logo.png true An exciting Account Documentation Analyst job has just become available at one of the most respected global banking institutions located in Singapore. This is a function for a professional with private wealth practice who is fluent in this field. About the Account Documentation Analyst function: In this business critical function you will be responsible for management, coordination and tracking of completion of client accounts. The team is also responsible for ensuring that client accounts are maintained and complying with the firm's global standards and local regulatory requirements stipulated by compliance. Key Job responsibilities: » Perform administrative support tasks such as preparation of welcome pack, document scanning and archiving » Perform the account change request process including maker function to ensure that all changes are processed in adherence to the policy and procedures in a timely manner » Ensure the accurate CIP (Client Identification Programme)/KYC information entered into the client account maintenance tool during change request process » Perform periodic review including maker function to ensure the review is processed in adherence to the periodic review procedure in a timely manner » Perform ad hoc enhanced due diligence review for higher risk accounts, including the review of high risk factors such as Politically Exposed Person (PEP)/negative news » Manage various regular account review cycles such as Singapore Accredited Investor (SGAI), Vulnerable Client (VC), Investment Profile Questionnaire (IPQ), and Insider Declaration » contact and follow up with sales teams on change request or periodic review related information/documentation and handle their everyday queries on BAU tasks To succeed in this account documentation environment, you will need to have the capability to work in a wealth management environment. Key Requirements: » Account maintenance, documentation and KYC practice in private banking » Fluent in English and Mandarin, as the candidate is required to work with Mandarin-speaking stakeholders » Strong sense of risk and fraud control » Proficient in MS Office applications » Able to work effectively under pressure and tight deadlines » Good communication and interpersonal expertise This is a leading global top-tier financial institution and is progressively expanding and growing its business on a global scale. This organisation offers employees the opportunity to enhance their practice across the business function and across multiple business lines. This organisation offers exceptional job opportunities for growth and career development with the right ethos and practices which makes Information technology a great place to work. If you are driven, determined and want to take the next step in your career, this is the function for you. Great career progression opportunities await the right person in this exciting Account Documentation Analyst function. Apply now to lgain more. Do note that we will only be in touch if your application is shortlisted. Robert Walters (Singapore) Pte Ltd ROC No.: 199706961E | EA Licence No.: 03C5451 EA Registration No.: R1435983 Glen Chua Get in touchGlen Chua (R1435983)+65 62285369 E-Mail: glen.chua@robertwalters.com.sg 1715138 1715138 1715138 » Share » » » » E-Mail: 1715138 1715138 1715138 Back
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