Job Description

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The Talent

• At least 2 years\' working experience in a similar role
• Working experience in a banking environment - Preferable
• Basic knowledge of banking operation, accounting opening, client\'s data processing and updating.
• Experience in Wealth Private Banking with relevant Avaloq knowledge is highly preferable

• Competent & well-versed in the Guidelines for Client Onboarding & Data Maintenance
• CDD Guidelines & Documentation requirement guidelines on documentations to be procured as part of Due Diligence checks (for Individual & Corporate)
• Competent & well-versed in different Corporate entity structures & corresponding documentation requirements and account structuring knowledge
• Documentation review for client onboarding and static data maintenance and transactions documents.
• Coordination & stakeholder management skills to reach out to different stakeholders e.g. COO, KYC, L&C, FCSS etc particularly for complex account document review cases
• Track, monitor and escalate all accounts/transactions with documentation deficiencies and exception approved for management attention and appropriate action.
• Monitor and ensure all business requests pertaining to documentation are attended to promptly and processed as per agreed SLA.
• Generate and follow through with various reports (eg: daily & exception reporting, aging etc.)
• To support and deliver team KPI and objectives.
• Handling various duties & ad-hoc project assigned to the team.
• Accurate and timely execution of service requests / clients\' instructions on static maintenance updates and account opening in ICOS, Avaloq and CICSH systems.
• Liaise directly with Front Office for any re-work(s) and monitor to ensure no long outstanding unprocessed service request / clients instructions.
• Escalate long outstanding unprocessed requests/instructions to Team Manager/ Team Lead

Next Step

• Prepare your updated resume (please include your current salary package with full breakdown such as base, incentives, annual wage supplement, etc.) and expected package
• Send your resume to jayden.tan@adecco.com
• All shortlisted candidates will be contacted

Jayden Tan
HP: 91868967

Jayden Tan

Direct Line: +65 6697 7859
EA Licence Number: 91C2918
Personnel Registration Number: R2198828

Adecco