Client Account Services Manager (AVP)

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a detail-oriented professional to review account opening documentation and support client onboarding. The role involves verifying completeness, coordinating with Relationship Managers, and updating the onboarding system with accurate data.

You will collaborate with Compliance to ensure regulatory alignment and help implement a controls framework to minimize errors. Strong communication and teamwork are essential to succeed in this role.

Qualifications

• Experience reviewing account opening documents and KYC/concepts for complex openings.
• Strong attention to detail and accuracy in data entry and filing.
• Good written and verbal communication; ability to work with team and independent with minimal direction.

Responsibilities

• Review Account Opening documentation for completeness, including supporting KYC/constitutional docs.
• Identify deficiencies and support follow-ups with clients via Relationship Manager.
• Update data from source documents into the Bank’s Client Onboarding System.
• Monitor outstanding documentation to ensure timely submission of account opening documents.
• Collaborate with Compliance to ensure alignment with regulatory requirements.
• Participate in implementing a controls framework and remediate identified errors.

Skills

Account documentation review

Attention to detail

Communication skills

Team collaboration

MS Word/Excel/PowerPoint

Tools

MS Word

Excel

PowerPoint

Job description

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

What You Do

Key Responsibilities

• Key responsibility of reviewing Account Opening documentation ensuring completeness. This may include reviewing any supporting KYC / Constitutional documents that may needed for more complex Account Openings.
• Work with the Relationship Manager/Assistant Relationship manager in identifying any deficient documentation and support them in their follow-ups with the client.
• Update data from source documents into the Bank’s Client Onboarding System
• Monitor and follow up closely on outstanding documentation to ensure account opening documentations are submitted accurately and timely.
• Work closely with Compliance to ensure policies and processes are aligned with latest regulatory requirements.
• To support implementing a controls framework within the function. This includes identifying key risk areas and implementing periodic controls to mitigate any static errors. This also entails involvement in remediating any identified errors and working closely with the RTB teams to refine and enhance processes.

Who You Are

• Similar experience in private banking or retail banking.
• Candidates with minimum 5 years of working experience in a similar capacity and who has displayed keenness in developing a career in Account Documentation Review.
• Meticulous and detail oriented
• Strong communication skills, both verbally and in writing
• Ability to work effectively as part of the team.
• Ability to work independently with minimal direction.
• Working knowledge of MS Word, Excel, PowerPoint.
• Similar experience in private banking or retail banking.
• Candidates with minimum 5 years of working experience in a similar capacity and who has displayed keenness in developing a career in Account Documentation Review.
• Meticulous and detail oriented
• Strong communication skills, both verbally and in writing
• Ability to work effectively as part of the team.
• Ability to work independently with minimal direction.
• Working knowledge of MS Word, Excel, PowerPoint.