Private Banking Onboarding Documentation Specialist

Julius Baer; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Julius Baer is seeking a Documentation Officer for Client Onboarding in Singapore. The role focuses on reviewing account opening documents, ensuring timely and accurate processing, and escalating issues when needed.

You will work with Relationship Managers and internal teams to maintain high service levels, handle inquiries, and support regulatory and risk management requirements. Strong detail orientation and communication are essential.

Qualifications

• Ability to multitask and work under tight deadlines.
• Strong attention to detail and meticulousness.
• Excellent communication and interpersonal skills.

Responsibilities

• Review and verify account opening documents submitted by Relationship Managers.
• Ensure accounts are opened accurately in systems and on time.
• Track deficiencies and escalate per procedure.
• Process amendments promptly and accurately.
• Support signature verification and information retrieval for other teams.

Skills

Multitasking

Time management

Detail oriented

Communication skills

Problem solving

Team player

Education

Degree in Banking or related field

Tools

MS Office

Job description

Julius Baer is seeking a Documentation Officer for Client Onboarding in Singapore. The role focuses on reviewing account opening documents, ensuring timely and accurate processing, and escalating issues when needed.

You will work with Relationship Managers and internal teams to maintain high service levels, handle inquiries, and support regulatory and risk management requirements. Strong detail orientation and communication are essential.