Client Data Management Specialist

LGT Crestone Wealth Management Limited; Singapore; Presencial; SGD 90.000 - 130.000; Jornada completa

Descripción de la vacante

LGT Bank (Singapore) Ltd. is seeking a skilled CDM professional to ensure client data in the core banking system remains compliant and up-to-date.

You will review onboarding and periodic changes, advising Front Office on documentation, and addressing data quality issues in collaboration with various bank functions. The role requires 5+ years in account documentation review within private banking, with strong attention to detail, time management, and teamwork.

Formación

• Minimum 5 years’ experience in account documentation review within private banking.
• Strong time management and prioritization.
• Meticulous with thorough follow-ups.
• Ability to work independently and as part of a team.
• Preferably AVA LOQ experience.
• Strong communication and interpersonal skills.

Responsabilidades

• Ensure client data in core banking system is updated to current standards.
• Perform documentation review of client accounts for onboarding or periodic review.
• Advise Front Office on documentation queries.
• Follow up with Front Office on outstanding documents.
• Analyze and update client data to identify quality issues and address them.
• Perform static data maintenance of client database (Avaloq) and documentation system as needed.
• Liaise with departments for process improvement.
• Provide regular progress reports to Head of CDM.
• Perform ad hoc tasks as assigned by Head of CDM or Head of Business Services.
• Build relationships with SMEs to deliver best practice processes and remediation efforts.

Conocimientos

Account documentation review

Private banking experience

Data quality

Descripción del empleo

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Job Description

• Ensure client data in the core banking system is updated to current standards which are compliant with regulations and group policies

• Perform documentation review of client accounts in relation to Onboarding or existing clients during periodic review or change in circumstances and ensuring adherence to bank policies/regulatory requirements.

• Advise Front Office on queries relating to documentation of Onboarding, periodic reviews and updates

• Follow up with Front Office on outstanding documentations

• Analyze and update all existing client data to identify and address any client data quality issues and take appropriate corrective actions as needed, engaging with key functions in the bank

• Perform static data maintenance of client database (Avaloq) and documentation system when necessary

• Liaising internally within various departments / stakeholders for continuous process improvement

• Provide regular progress reports to Head of CDM and ensures progress is executed to plan

• Perform any ad hoc tasks as assigned by Head of CDM or Head of Business Services

• Build strong working relationships with SMEs to deliver best practice processes and take ownership of client data quality improvements and remediation efforts

Requirements

• Minimum 5 years’ experience in account documentation review experience/Static within private banking business

• Good time management and ability to prioritize tasks effectively.

• Meticulous and thorough with follow-ups.

• Ability to work independently and as a member of a team.

• Preferably with AVALOQ experience

• Strong team player with good communication and interpersonal skills

Contact Information

For any further information please do not hesitate to contact us!

LGT Bank (Singapore) Ltd.

Human Resources

En Hui Teo