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Job Details
- Location
- Singapore
- Salary
- SGD70000 per annum
- Job Type
- Permanent
- Ref
- BH-23521-3
- Contact
- Weiyun Teo
- Contact email
- Email Weiyun
- Posted
- about 1 month ago
My client is a boutique Wealth Management Firm we are looking for a Client Documentation specialist in SG. You will be working directly with the RMs and in charge of all documentation matters.
Responsibilities:
- Review and obtain account opening documents and ensure they are in line with regulatory requirements
- Review clients’ profile and liaise with them on documentation matters.
- Ensure data accuracy of clients’ details in the system
- Liaise with Bankers on any missing documents and discrepancies
- Work with the wider team on any UAT and system enhancement work
Requirements:
- At least 3 years in a Documentation function – ideally from a PB/Wealth firm
- Experience in MAS 626 and local regulatory requirements
- Strong working knowledge of best practices in in KYC and SOW
- Ability to manage and work with regional stakeholders
Take charge of this opportunity to welcome a new career challenge in 2025
EA Personnel No. R1985201
BeathChapman Pte Ltd
Licence No 16S8112
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