Client Onboarding SG - Documentation Officer

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

Julius Baer, a leading Swiss private bank, seeks a Documentation Officer for its Client Onboarding SG team. The role focuses on proactive collaboration with the business and internal functions to review account opening documentation and ensure accurate, timely processing of onboarding inquiries.

The candidate will review documents, track deficiencies, and support related compliance and testing activities, contributing to high-quality client service in a Private Banking environment.

Qualifications

• Professional and Technical Degree with at least 3-4 years of related banking experience.
• Knowledge of account documentation requirements in Private Banking.
• Aptitude for MS Office software applications.

Responsibilities

• Review account documents submitted by Relationship Managers.
• Ensure accounts are opened in the systems in a timely and accurate manner.
• Track and escalate document deficiencies according to procedure.
• Process amendments on accounts accurately and on time.
• Provide quality service to internal clients (Relationship Managers and Assistants).
• Support other departments (e.g., signature verification, information retrieval).
• Participate in user acceptance testing and contribute to process improvements.

Skills

Multitasking

Time management

Attention to detail

Communication skills

Team player

Problem-solving

Analytical thinking

Education

Professional/Technical degree

Tools

MS Office

Job description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

GENERAL DESCRIPTION

The Client Onboarding SG – Documentation Officer is a key member of the team within Private Banking. He/she is to work proactively with the business, and other internal functions in the review of the account opening documentation. He/she is responsible for the accurate and timely processing of the account opening, as well as the efficient handling of enquiries, escalating to senior colleagues where necessary.

YOUR CHALLENGE

KEY FEATURES OF THE POSITION

Client Management (internal)

• Review account documents submitted by Relationship Managers
• Ensure accounts are opened in the systems in a timely and accurate manner
• Ensure document deficiencies are accurately tracked and escalated as per procedure
• Ensure timely and accurate processing of amendments on the accounts
• Ensure quality service is provided to internal clients i.e. Relationship Managers / Assistant RMs
• Support other departments in various activities (e.g. signature verification, information retrieval)

Business Management

• Strong commitment to quality service and a desire to drive continuous process improvement initiatives
• Support new initiatives and ad hoc tasks as assigned by HOD
• Support the team in user acceptance testing

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
• Work with Legal & Compliance and other stakeholders on documentation requirements

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Able to multitask and work under tight deadlines
• Sound judgment and initiative
• Able to work with minimal supervision and a team player
• Good organization ability and time management skills
• Meticulous with an eye for detail
• Proactive, hands-on and solutions-oriented
• Excellent inter-personal and communication skills
• Good analytical and problem-solving ability

Professional and Technical

• Professional and Technical Degree with at least 3 - 4 years of related banking working experience, preferably with strong client documentation experience
• Good knowledge of account documentation requirements in a Private Banking Environment
• Good knowledge of MS Office software applications and aptitude for technology

Why join Julius Baer?

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.