Client Onboarding & Account Lifecycle Specialist

Bank of Singapore, Asia’s Global Private Bank

Singapore

On-site

SGD 56,000 - 89,000

Full time

14 days+
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Job summary

Bank of Singapore is seeking a capable professional for Client Onboarding & Lifecycle Management within Client Account Services. You will support account documentation reviews, data updates, and monitoring across the onboarding lifecycle, coordinating with Relationship Managers and Compliance to ensure accuracy and timely processing.

The role emphasizes meticulous data handling, proactive stakeholder communication, and adherence to bank policies, with opportunities to contribute to process

Qualifications

  • At least 3-4 years of experience relating to banking operations, preferably in private banking account services area.
  • Meticulous, detail-oriented and ability to handle complexity.
  • Ability to work effectively as part of the team.
  • Maintain a positive working relationship with personnel of other sections and divisions of the bank.
  • Working knowledge of Microsoft Tools.
  • Ability to work independently with minimal direction.
  • Ability to communicate clearly and concisely, both verbally and in writing

Responsibilities

  • Ensure documentations submitted by Front Office are processed accurately and timely, and in line with internal quality standards
  • Update of client static data into Bank's core system in timely manner
  • Liaise with the Relationship Manager/Marketing Assistants/stakeholders with regards to maintenance cases
  • Participate in User acceptance testing (UAT) and ad-hoc tasks/duties
  • Partake and provide advisory support as SME to bank initiatives and stakeholders
  • Keep abreast of risks and controls and ensure that processes are aligned
  • Monitor and attend to any accounts exceptions and deviations to ensure compliant to Bank’s policies and procedures
  • Handling Front office queries, ensure timely follow-up and/or escalation to stakeholders

Skills

Banking operations
Detail oriented
Teamwork
Communication
Independent work

Tools

Microsoft Office

Job description

Bank of Singapore is seeking a capable professional for Client Onboarding & Lifecycle Management within Client Account Services. You will support account documentation reviews, data updates, and monitoring across the onboarding lifecycle, coordinating with Relationship Managers and Compliance to ensure accuracy and timely processing.

The role emphasizes meticulous data handling, proactive stakeholder communication, and adherence to bank policies, with opportunities to contribute to process

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