Client Service Network Officer - Asset Transfer & Documentation Verification

SCB-JULIUS BAER (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

SCB-JULIUS BAER (SINGAPORE) PTE. LTD. invites experienced professionals to join its middle office team. You will perform independent verification and ensure timely processing of client instructions from Front to Back Office across Singapore and Hong Kong.

You will act as the Front office contact for operational queries, coordinate document flows, and support fee processing and audit confirmations. A strong risk-aware mindset and collaborative approach are essential in this client-focused role.

Qualifications

• Degree with 5–7 years of related banking working experience.
• Knowledge of asset transfers is an advantage.
• Proficiency in MS Office, Macros and Visual Basic; tech aptitude is a plus.

Responsibilities

• Perform independent verification and completeness checks of client’s instructions.
• Coordinate and ensure smooth and timely delivery of client’s instructions/documents between SG and HK.
• Process Closure of Accounts and all related requests.
• Support quarterly Periodical Fee processing.
• Perform Signature Verification for non-account life cycle related documentation.
• Prepare Audit Confirmations for clients’ auditors.

Skills

Meticulous

Risk management

Time management

Inter-personal skills

Proactive

Team player

Independent worker

Education

Bachelor's degree in Finance or related field

Tools

MS Office

Macros

Visual Basic

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.

This is a middle office role supporting the independent validation and timely delivery of client’s instructions/ documents from the Front to Back Office for processing. The team also acts as a point of contact for the Front by supporting them with operational queries.

YOUR CHALLENGE

KEY FEATURES OF THE POSITION Stakeholder / Client Management

• Act as the point of contact for the Front office – supporting operational queries

General

• Perform independent verification and completeness checks of client’s instructions
• Co-ordinate & ensure smooth and timely delivery of client’s instructions/documents between two
• processing locations (SG and HK)
• Process Closure of Accounts and all their related requests
• Support quarterly Periodical Fee processing
• Perform Signature Verification for non-account life cycle related documentation
• Prepare Audit Confirmation for clients’ auditors
• undefined

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviors 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

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION Personal and Social

• Meticulous and accurate in executing work assigned with a strong risk control approach
• Able to multi-task and work under time sensitive environment
• Team player with the capability to work independently
• Excellent inter-personal skills
• Proactive and able to take initiative

Professional and Technical

• Degree with at least 5-7 years of related banking working experience
• Previous experience in back office functionality is an advantage
• Good Knowledge of asset transfer is also an advantage
• Good Knowledge of MS Office software applications, Macros and Visual Basic knowledge as well as an aptitude for technology will be an added advantage