Client Documentation Officer, Private Bank

RANDSTAD PTE. LIMITED

D01 Marina, Raffles Place, People's Park, Cecil, 8 CROSS STREET MANULIFE TOWER 048424
Sgd 5,000 - 6,500 / monthly pm
On-site
Front office
Microsoft powerpoint
Microsoft applications
about the company Our client is a global Private Bank, with a strong presence across APAC, Europe and America. about the job Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty Ensure onboarding welcome pack processed and sent to clients Review of documents submitted by front office Process client's change in circumstance and amendments on the account Ensure document deficiencies are accurately tracked and escalated Assist in name searches for Compliance and Legal team Provide quality service to clients and internal stakeholders skills and experience required Degree with at least 2 years of relevant working experience Prior experience in banking client documentation and maintenance Team player Good knowledge of Microsoft Office applications To apply online please use the 'apply' function. Charlene Lin (EA: 94C3609/ R21100955)

Job Summary

  • about the company Our client is a global Private Bank, with a strong presence across APAC, Europe and America
  • Charlene Lin (EA: 94C3609/ R21100955)

Matching Summary

about the company Our client is a global Private Bank, with a strong presence across APAC, Europe and America. about the job Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty Ensure onboarding welcome pack processed and sent to clients Review of documents submitted by front office Process client's change in circumstance and amendments on the account Ensure document deficiencies are accurately tracked and escalated Assist in name searches for Compliance and Legal team Provide quality service to clients and internal stakeholders skills and experience required Degree with at least 2 years of relevant working experience Prior experience in banking client documentation and maintenance Team player Good knowledge of Microsoft Office applications To apply online please use the 'apply' function. Charlene Lin (EA: 94C3609/ R21100955)

Salary

SGD 5,000 - 6,500 / Monthly

Skills & Requirements

Must-have

  • Front Office
  • Microsoft PowerPoint
  • Microsoft Applications
  • Microsoft Excel
  • Agents

Nice-to-have

  • Banking Clients
  • Maintaining Quality Documentation
  • Private Banking
  • Update Client Accounts
  • Onboarding Programmes
  • Superior Client Service
  • Team Player
  • Regulatory Requirements
  • Legal Compliance
  • Document Review

Key Requirements

  • Minimum 2 years experience

Work Rights

Tailored Resume

Cover Letter