Client Onboarding & Maintenance Lead

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Bank of Singapore is seeking a proactive Client Onboarding & Lifecycle Management professional to support post on-boarding maintenance activities. You will review documents, update client data and coordinate with Relationship Managers to ensure smooth client lifecycle management across BOS locations.

The role emphasizes meticulous data handling, timely resolutions to documentation gaps, and strong collaboration with Compliance and Operations teams within OCBC Group.

Qualifications

• 3–4 years of experience in banking operations, preferably private banking account services.
• Meticulous, detail-oriented, and ability to handle complexity.
• Strong teamwork and cross-department collaboration.
• Proficient in MS Word, Excel, PowerPoint.
• Excellent written and verbal communication skills.

Responsibilities

• Review and process all post on-boarding maintenance documents with accuracy and timeliness, following internal quality standards.
• Update client static data in Bank's core systems and coordinate with Front Office on status of maintenance cases.
• Liaise with Relationship Managers and Marketing Assistants to resolve documentation gaps and clarifications.
• Handle front office queries, escalate issues as needed, and ensure compliance with policies.
• Monitor account exceptions and ensure proper risk controls are observed.

Skills

Banking operations

Attention to detail

Teamwork

Communication

Independent work

Tools

MS Word

MS Excel

PowerPoint

Job description

Bank of Singapore is seeking a proactive Client Onboarding & Lifecycle Management professional to support post on-boarding maintenance activities. You will review documents, update client data and coordinate with Relationship Managers to ensure smooth client lifecycle management across BOS locations.

The role emphasizes meticulous data handling, timely resolutions to documentation gaps, and strong collaboration with Compliance and Operations teams within OCBC Group.