Client Servicing & Business Executive

UOB KAY HIAN PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A prominent financial services provider in Singapore is seeking a Client Servicing & Business Executive to manage the client onboarding process and ensure compliance with regulatory standards. The ideal candidate should possess a relevant degree, demonstrate strong communication skills, and be adept at KYC and AML practices. This role demands a proactive and client-focused approach in a dynamic work environment.

Qualifications

• Relevant experience in client onboarding, account servicing, or operations within wealth management.
• Strong understanding of KYC, AML, and regulatory frameworks.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Manage the end-to-end client onboarding process.
• Perform KYC and AML due diligence checks.
• Build long-term relationships by providing personalized support.

Skills

Client onboarding

KYC compliance

Strong communication

Attention to detail

Interpersonal skills

Education

Bachelor degree or diploma from reputable institutions

Job description

The Client Servicing & Business Executive will play a critical role in ensuring a seamless client onboarding experience by managing the account opening process, performing compliance checks, and supporting the team in delivering exceptional service to new clients. This role is ideal for someone who is proactive, customer-focused, and thrives in a fast-paced environment.

Key Responsibilities

• Manage the end-to-end client onboarding process, including account opening, documentation review, and activation
• Ensure accuracy and completeness of all client documentation in line with internal standards and regulatory requirements
• Perform KYC and AML due diligence checks in compliance with relevant guidelines
• Serve as a primary contact for new clients during the onboarding phase, addressing inquiries and ensuring a smooth transition
• Coordinate closely with internal stakeholders including Compliance, Operations, and Product Specialists to facilitate timely account setup
• Monitor onboarding progress, provide status updates, and proactively follow up to minimize delays
• Support the team with account documentation, client records, and post-onboarding servicing requirements
• Build long-term relationships by providing personalized support and ensuring client satisfaction
• Maintain accurate client records and ensure confidentiality of sensitive information

Requirements

• Bachelor degree or diploma from reputable institutions
• Relevant experience in client onboarding, account servicing, or operations within wealth management, private banking, or financial services
• Strong understanding of KYC, AML, and regulatory frameworks governing client onboarding
• Excellent communication and interpersonal skills, with a professional and client-centric approach
• High level of attention to detail, accuracy, and organizational skills
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient