Client Documentation Officer [Private Banking/Avaloq/UP 6k]

Adecco Personnel Pte Ltd.; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented professional to manage client static data and KYC documentation. This role involves ensuring compliance with onboarding guidelines, reviewing documentation, and coordinating with various stakeholders to resolve issues efficiently. The ideal candidate will have a minimum of 2-3 years of relevant experience and a strong understanding of control frameworks. Join a dynamic team where your contributions will directly impact the quality of client services and operational efficiency. If you're self-motivated and possess excellent interpersonal skills, this opportunity is perfect for you.

Qualifications

• 2-3 years experience in client static data maintenance or KYC documentation.
• Proficient in guidelines for client onboarding and data maintenance.

Responsibilities

• Review documentation for client onboarding and static data maintenance.
• Coordinate with stakeholders for complex account document reviews.

Skills

Client static data maintenance

KYC Documentation

Attention to detail

Interpersonal skills

Control and risk frameworks

Tools

Avaloq

ICOS

CICSH

Job description

-

-

The Talent:

• Minimum 2-3 years of experience in Client static data maintenance or KYC Documentation
• Experience with Avaloq is advantageous but not mandatory
• Highly detail-oriented and self-motivated
• Good interpersonal skills
• Competent in control and risk frameworks

Job Description

• Proficient in Guidelines for Client Onboarding & Data Maintenance
• Knowledge of CDD Guidelines & Documentation requirements for Due Diligence checks (for Individuals & Corporates)
• Understanding of different Corporate entity structures & documentation requirements, including account structuring
• Review documentation for client onboarding, static data maintenance, and transactions
• Coordinate with stakeholders (e.g., COO, KYC, L&C, FCSS) for complex account document reviews
• Monitor and escalate accounts/transactions with documentation issues for management attention
• Ensure timely processing of documentation-related business requests as per SLA
• Generate and follow up on reports (daily, exception, aging, etc.)
• Support team KPIs and objectives
• Handle ad-hoc duties and projects as assigned
• Execute service requests and client instructions accurately and promptly in ICOS, Avaloq, and CICSH systems
• Liaise with Front Office to ensure no pending unprocessed service requests or instructions

Next Step

• Prepare an updated resume including current salary package details (base, incentives, annual bonus, etc.) and expected package
• Send your resume to [e-mail]
• Shortlisted candidates will be contacted

Contact: Jayden Tan - 91868967

Jayden Tan

Direct Line: [phone]
EA Licence Number: 91C2918
Personnel Registration Number: R2198828