Client Onboarding & Documentation Specialist

Bank of Singapore Limited; Singapore; On-site; SGD 52,000 - 66,000; Full time

Job summary

Bank of Singapore Limited is seeking a detail-oriented professional to review account opening documentation, ensuring completeness, including KYC and constitutional documents. You will support follow-ups with clients alongside Relationship Managers and update data into the onboarding system.

Candidate should have private or retail banking exposure, strong communication skills, and the ability to work in a team or independently with minimal direction.

Qualifications

• Similar experience in private banking or retail banking.
• 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.

Responsibilities

• Reviewing Account Opening documentation ensuring completeness, including any supported KYC/Constitutional documents.
• Identify deficient documentation with Relationship Manager and support follow-ups with the client.
• Update data from source documents into the Bank's Client Onboarding System
• Monitor and follow up on outstanding documentation to ensure timely submissions.
• Collaborate with Compliance to align with regulatory requirements.
• Support implementing a controls framework within the function and remediation with RTB teams.

Skills

Private banking experience

Retail banking experience

Strong communication skills

Team player

Independent worker

MS Word

MS Excel

MS PowerPoint

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Bank of Singapore Limited is seeking a detail-oriented professional to review account opening documentation, ensuring completeness, including KYC and constitutional documents. You will support follow-ups with clients alongside Relationship Managers and update data into the onboarding system.

Candidate should have private or retail banking exposure, strong communication skills, and the ability to work in a team or independently with minimal direction.