Client Onboarding & Investments Specialist

CTBC BANK CO., LTD.; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

CTBC Bank Co., Ltd. is seeking a client servicing professional in Singapore to provide administrative support to Relationship Managers for onboarding, investments, and transactions.

You will coordinate with support teams to resolve issues and ensure timely service for clients, with emphasis on accuracy and efficiency. The role requires Mandarin-English proficiency and strong interpersonal skills, along with knowledge of KYC/AML/CDD processes.

Qualifications

• Experience in PB client servicing is required.
• Knowledge of KYC/AML/CDD processes is necessary.
• Proficiency in English and Mandarin is essential.

Responsibilities

• Provide administrative support to TL/RM in client onboarding and transactions.
• Coordinate with support and operations to resolve administrative and operational matters.
• Assist with client enquiries and service their needs promptly.
• Support TL/RMs in executing investment transactions and monitoring client positions.
• Handle new account openings and ensure documents meet internal requirements.
• Participate in periodic reviews such as credit, KYC, and risk questionnaires.
• Highlight suspicious activities to TL/Management/Compliance.
• Attend all IPB Compliance and mandatory training.
• Understand the Bank's KYC/AML/CDD framework.

Skills

PB Client Servicing

KYC/AML/CDD knowledge

Mandarin-English proficiency

Interpersonal skills

Organized and meticulous

Education

CACS Certification Papers 1 & 2

Job description

CTBC Bank Co., Ltd. is seeking a client servicing professional in Singapore to provide administrative support to Relationship Managers for onboarding, investments, and transactions.

You will coordinate with support teams to resolve issues and ensure timely service for clients, with emphasis on accuracy and efficiency. The role requires Mandarin-English proficiency and strong interpersonal skills, along with knowledge of KYC/AML/CDD processes.