Global Wealth Client Onboarding Specialist

EMIRATES NBD BANK (P.J.S.C); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial institution in Singapore seeks a professional to support Wealth Advisors in managing client inquiries and the onboarding process. The role requires a minimum of 5-7 years' experience in wealth management or private banking, a Diploma or Bachelor's degree, and certification in CACS. Strong attention to detail and the ability to multi-task are essential. The ideal candidate should be self-motivated and proactive to contribute effectively to the team.

Qualifications

• At least 5-7 years in private banking or wealth management.
• Certification in CACS Paper 1 & 2 is required.
• Self-motivated with strong team collaboration skills.

Responsibilities

• Attend to client inquiries related to wealth management.
• Assist account opening and CDD teams in Singapore and Dubai.
• Manage administrative tasks for Wealth Advisors.
• Monitor deposit and loan arrangements for clients.

Skills

Client management

Regulatory compliance knowledge

Team collaboration

Attention to detail

Education

Diploma/Bachelor's degree

Diploma in Wealth Management

Job description

A leading financial institution in Singapore seeks a professional to support Wealth Advisors in managing client inquiries and the onboarding process. The role requires a minimum of 5-7 years' experience in wealth management or private banking, a Diploma or Bachelor's degree, and certification in CACS. Strong attention to detail and the ability to multi-task are essential. The ideal candidate should be self-motivated and proactive to contribute effectively to the team.