Client Onboarding Specialist

UBS; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global wealth management firm in Singapore is seeking a KYC Specialist to manage client onboarding processes and ensure document compliance. The ideal candidate will have at least 3 years of Investment Banking KYC experience and strong interpersonal skills. You will be responsible for engaging with clients, resolving onboarding issues, and ensuring timely responses to client queries. The role offers flexible working arrangements.

Benefits

Flexible working arrangements

Global exposure

Diverse team environment

Qualifications

• Minimum 3 years of experience in Investment Banking KYC.
• Understanding of Global Banking Business and products preferred.
• Ability to work under time pressure.

Responsibilities

• Engage with clients for procuring KYC documents.
• Liaise with internal stakeholders on exception handling.
• Resolve issues during the client onboarding process.
• Review KYC documents and respond to client queries.

Skills

Investment Banking KYC experience

Strong interpersonal skills

Ability to multi-task

Client-centric approach

Job description

Your role

• You would directly engage with the client/business for procuring KYC documents.
• You are the client's voice when liaising with internal stakeholders for any exception handling or risk‑based approaches.
• You are the key driver to resolve any issues encountered during the client onboarding process.
• You are responsible for reviewing KYC documents provided by the client and provide timely response to client queries.
• You are expected to work closely with Client and Business for time‑sensitive deals.
• You would be the Approver for cases submitted by Fulfilment analyst to ensure adherence to policies and regulations.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part‑time, job‑sharing and hybrid (office and home) working. Our purpose‑led culture and global infrastructure help us connect, collaborate and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You will be based in Singapore. We conduct AML KYC CDD on APAC Global Banking clients in line with regulatory requirements and UBS group policies. This is a dual role – Client outreach and Approver.

Your expertise

• Minimum 3 years of Investment Banking KYC experience
• Understanding of GB Business and product preferred
• Able to multi‑task and work under time pressure
• Strong interpersonal skills
• Client centric with a commercial mindset

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.