Menu
Connecting...
Job Details
- Location
- Singapore
- Salary
- SGD70000 per annum
- Job Type
- Permanent
- Ref
- BH-23521-4
- Contact
- Weiyun Teo
- Contact email
- Email Weiyun
- Posted
- 13 days 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’ profiles 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
Similar jobs.
Director, Financial Planning & Analysis (Retail/Wealth) - Banking
- Singapore
- Competitive Salary
Global bank Career progression opportunities Strong team Our banking client is looking for a Director, Financial Planning & Analysis to join the Retail/Wealth business. In this role, you will sup...
Senior Manager/Director, Client Tax (FATCA/CRS) – Global Bank
- Singapore
- Competitive Salary
Well established global bank Strong stable team Opportunity for career growth A Global Banking client is hiring for a Senior Manager/Director, Client Tax to join the team. This is an individual ...
Compliance Manager, Wealth Distribution
- Sydney
- $120000 - $140000 per annum
Role Summary: We are looking to fill a critical business-facing role in the 2nd LoD, to provide compliance support, advice and sign-off to Consumer Wealth Distribution. The role suits a confident...
Operational Risk Specialist / Senior Manager
- Sydney
- $140000 - $170000 per annum
Role Summary: We're working with one of the most renowned banking institutions in Australia. This highly credible role has become available in Line 2, to provide SME risk advice to all business uni...
Head of Technology Audit – Global Bank
- Singapore
- Competitive Salary
Global coverage Strong team Reputable bank A Global Banking client is hiring for a Head of Technology Audit to join the team. This is a Global Head of Technology Audit based in Singapore, cover...
Executive Director, Global Head of Transformation Audit - Banking
- Singapore
- Competitive Salary
Global role Team management responsibilities Clear career progression path Our reputable banking client is currently hiring for an Executive Director, Global Head of Transformation Audit join their...
Financial Accountant, Financial Services
- Singapore
- Competitive Salary
APAC coverage Career progression opportunities Exposure to different asset classes A Financial Services firm is looking for a Financial Accountant to join their team. As the business expands, the...
Manager, Pricing Analytics
- New South Wales
- $150000 - $170000 per annum
A unique opportunity to play an integral role in driving the product roadmap and supporting the launch of new investment capabilities for a leading Australian Wealth Manager. About the Role As a Pr...
Manager, Corporate Advisory (Valuations and M&A)
- Singapore
- SGD90000 - SGD150000 per annum
Permanent headcount, based in Singapore Leading global advisory firm Candidates must have FDD or valuation experience, preferably within an accounting / professional services firm or a banking envi...
AVP, Relationship Manager – Commercial Banking
- Singapore
- Competitive Salary
We’re seeking an AVP-level Relationship Manager to join our client, a reputable global bank. Key Responsibilities: Acquire and manage a portfolio of business clients. Deliver tailored solutions acr...
Corporate Relationship Manager
- Singapore
- Competitive Salary
Our client, a leading global bank, is seeking an experienced Corporate Relationship Manager to oversee a portfolio of local and regional corporate clients, including Chinese entities. Key Responsib...
APAC Finance – Asset Management
- Singapore
- Competitive Salary
Strong client portfolio Opportunity to work with APAC team Strong stable team and work culture Our Asset Management client is looking for an APAC Finance person to join their team. They are a MAS l...
