Client Lifecycle & Maintenance Manager

OCBC Group; Singapore; Hybrid; SGD 45,000 - 65,000; Full time

Job summary

OCBC Group in Singapore seeks a Client Onboarding & Lifecycle Management professional for Client Account Services. The role covers document reviews, data updates, and post on-boarding maintenance across the client lifecycle, with collaboration across Relationship Managers, Compliance, and cross-functional Operations teams.

The candidate will ensure timely and accurate client static maintenance, supporting onboarding, periodic reviews, and maintenance through to closure.

Qualifications

• 3–4 years of experience in banking operations, preferably private banking account services.
• Meticulous and detail oriented, able to handle complexity.
• Ability to work effectively in a team and maintain positive internal relationships.

Responsibilities

• Ensure primary documentation reviews and data inputs are accurate and timely.
• Process on-boarding maintenance requests and periodic KYC reviews.
• Liaise with Front Office for documentation shortfalls and clarifications.
• Handle queries, exceptions, and investigation matters.
• Escalate issues to stakeholders as needed to ensure policy compliance.
• Maintain ongoing awareness of risks and controls in processes.

Skills

Banking operations experience

Attention to detail

Team collaboration

Communication skills

Independent work

Tools

MS Word

Excel

PowerPoint

Job description

OCBC Group in Singapore seeks a Client Onboarding & Lifecycle Management professional for Client Account Services. The role covers document reviews, data updates, and post on-boarding maintenance across the client lifecycle, with collaboration across Relationship Managers, Compliance, and cross-functional Operations teams.

The candidate will ensure timely and accurate client static maintenance, supporting onboarding, periodic reviews, and maintenance through to closure.