Job Description

KEY FEATURES OF THE POSITION

• Review account documents submitted by Relationship Managers (RMs)
• Ensure timely and accurate processing of client\xe2\x80\x99s change in circumstance and amendments on the accounts
• Ensure document deficiencies are accurately tracked and escalated as per procedure
• Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
• Support other departments in various activities (e.g. signature verification, information retrieval)
• 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
• Ensure activities are in compliance with relevant regulatory laws and internal policies
• Work with Legal & Compliance and other stakeholders on documentation requirements

• Diploma or Degree with at least 1 year of related banking working experience, preferably with 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
• 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

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