Client Onboarding & Maintenance Lead

Bank of Singapore Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking an experienced professional for Client Onboarding & Lifecycle Management to support account documentation review, data inputs, and maintenance across all BOS locations through the account lifecycle.

You will liaise with Relationship Managers, Compliance, and cross-functional Operations teams to ensure timely, accurate updates, with a focus on policy compliance and customer service excellence.

Qualifications

• 3-4 years of experience in banking operations, preferably in private banking account services.
• Meticulous and detail-oriented with ability to handle complexity.
• Ability to work effectively as part of a team.
• Maintains positive working relationships across bank divisions.
• Proficient in MS Word, Excel, and PowerPoint.

Responsibilities

• Ensure documentations submitted by Front Office are processed accurately and timely, per internal standards.
• Perform sanity checks on Periodic Review lists and prepare outstanding document lists for Front Office distribution.
• Update client static data in the core system promptly.
• Liaise with Relationship Manager/Marketing Assistants on maintenance cases and status.
• Monitor risks and controls, ensuring processes align with bank policies.
• Handle Front Office queries with timely follow-up or escalation to stakeholders.
• Support after onboarding with lifecycle maintenance and periodic KYC reviews.

Skills

MS Word

Excel

PowerPoint

Job description

Bank of Singapore is seeking an experienced professional for Client Onboarding & Lifecycle Management to support account documentation review, data inputs, and maintenance across all BOS locations through the account lifecycle.

You will liaise with Relationship Managers, Compliance, and cross-functional Operations teams to ensure timely, accurate updates, with a focus on policy compliance and customer service excellence.