Account Documentation Officer (Private Bank, Contract)

GMP Technologies; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

GMP Technologies in Singapore is seeking an Account Documentation Officer (Contract) to review account documents submitted by Relationship Managers and manage amendments on accounts. You will ensure deficiencies are tracked and escalated per procedure, providing quality service to internal clients.

The role requires a Diploma or Degree with at least 2 years in private banking, familiarity with CRS/FATCA/QI, and strong MS Office skills. Singaporeans only.

Qualifications

• Diploma or Degree with at least 2 years of related private banking working experience.
• Familiar with CRS, FATCA and QI documentations and annual regulatory reporting.
• Good knowledge of MS Office software applications and aptitude for technology.

Responsibilities

• Review account documents submitted by Relationship Managers (RMs)
• Manage processing of clients 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
• Provide support to other departments in various activities (e.g. signature verification, information retrieval)

Skills

Attention to detail

Communication skills

Education

Diploma/Degree with private banking experience

Tools

MS Office

Job description

About the job Account Documentation Officer (Private Bank, Contract)

Responsibilities:

• Review account documents submitted by Relationship Managers (RMs)
• Manage processing of clients 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
• Provide support to other departments in various activities (e.g. signature verification, information retrieval)

Requirements:

• Diploma or Degree with at least 2 years of related private banking working experience, preferably with client documentation experience
• Familiar with CRS, FATCA and QI documentations and annual regulatory reporting
• Good knowledge of MS Office software applications and aptitude for technology

** This Singapore-based position is opened to Singaporeans only.

We regret that only shortlisted candidates will be notified.