Private Banking Onboarding Documentation Specialist

SCB-JULIUS BAER (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

Julius Baer Singapore is seeking a Client Onboarding Documentation Officer in Private Banking. You will review account documents submitted by Relationship Managers and ensure timely, accurate opening in the core systems.

You will track deficiencies and escalate according to procedure while delivering high-quality service to internal clients. The role also covers support for signature verification, information retrieval, and cross-functional tasks.

Qualifications

• Degree with 3-4 years of banking experience.
• Strong knowledge of account documentation in private banking.
• Proficient with MS Office and technology aptitude.

Responsibilities

• Review account documents submitted by Relationship Managers.
• Ensure accounts are opened timely and accurately in the systems.
• Track and escalate document deficiencies per procedure.
• Process amendments on accounts accurately and promptly.
• Provide quality service to internal clients (RMs, Assistant RMs).
• Support other departments (e.g. signature verification, information retrieval).
• Assist in user acceptance testing and support process improvements.

Skills

Multitasking

Deadline-driven

Team player

Organization

Attention to detail

Proactive problem solving

Interpersonal communication

Analytical thinking

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

Julius Baer Singapore is seeking a Client Onboarding Documentation Officer in Private Banking. You will review account documents submitted by Relationship Managers and ensure timely, accurate opening in the core systems.

You will track deficiencies and escalate according to procedure while delivering high-quality service to internal clients. The role also covers support for signature verification, information retrieval, and cross-functional tasks.