Client Onboarding SG - Documentation Officer
At a glance
Mid-level Customer Success role at Julius Baer. Singapore · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Check account-opening paperwork from Relationship Managers and coordinate with internal teams to resolve documentation needs
- Process account openings and account amendments accurately, keeping work on schedule
- Track missing or deficient documents and raise them through the required procedure
- Handle enquiries, support signature checks and information retrieval, and provide service to internal banking colleagues
- Help with process improvements, new assignments, user testing, and documentation work with Legal and Compliance
What you bring
- A degree and at least three years of relevant banking experience, preferably with substantial client-documentation work
- Knowledge of account paperwork rules in private banking and working ability with MS Office applications
- Careful organization, sound judgment, and the ability to manage competing deadlines with limited supervision
Who this fits
This mid-level role suits someone with banking and private-banking documentation experience who is comfortable serving Relationship Managers and coordinating with internal teams. You’ll need to work carefully under deadline pressure, take initiative, and balance independent tasks with team support.
From the employer
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
GENERAL DESCRIPTIONThe Client Onboarding SG – Documentation Officer is a key member of the team within Private Banking. He/she is to work proactively with the business, and other internal functions in the review of the account opening documentation.
He/she is responsible for the accurate and timely processing of the account opening, as well as the efficient handling of enquiries, escalating to senior colleagues where necessary.
YOUR CHALLENGE
KEY FEATURES OF THE POSITION
Client Management (internal)
- Review account documents submitted by Relationship Managers
- Ensure accounts are opened in the systems in a timely and accurate manner
- Ensure document deficiencies are accurately tracked and escalated as per procedure
- Ensure timely and accurate processing of amendments on the accounts
- Ensure quality service is provided to internal clients i.e. Relationship Managers / Assistant RMs
- Support other departments in various activities (e.g. signature verification, information retrieval)
Business Management
- Strong commitment to quality service and a desire to drive continuous process improvement initiatives
- Support new initiatives and ad hoc tasks as assigned by HOD
- Support the team in user acceptance testing
Regulatory Responsibilities &/OR Risk Management
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
- Work with Legal & Compliance and other stakeholders on documentation requirements
YOUR PROFILE
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
- Able to multitask and work under tight deadlines
- Sound judgment and initiative
- Able to work with minimal supervision and a team player
- Good organization ability and time management skills
- Meticulous with an eye for detail
- Proactive, hands-on and solutions-oriented
- Excellent inter-personal and communication skills
- Good analytical and problem-solving ability
Professional and Technical
- Degree with at least 3 - 4 years of related banking working experience, preferably with strong client documentation experience
- Good knowledge of account documentation requirements in a Private Banking Environment
- Good knowledge of MS Office software applications and aptitude for technology
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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