Wealth Management Onboarding Analyst

RAPSYS TECHNOLOGIES PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced professional to oversee the onboarding process for wealth management clients. The ideal candidate has a Bachelor’s degree and experience in client onboarding, along with strong understanding of KYC and regulatory requirements. Excellent organizational skills and the ability to work in a fast-paced environment are essential. This role offers an opportunity for continuous improvement and collaboration across multiple teams.

Qualifications

• Prior experience in client onboarding or wealth management preferred.
• Strong understanding of KYC, AML, and regulatory requirements.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Oversee the onboarding process for new clients and ensure documentation accuracy.
• Conduct due diligence and KYC checks for compliance.
• Collaborate with internal teams for smooth client onboarding.

Skills

Client onboarding

KYC

Attention to detail

Problem-solving

Communication

Education

Bachelor’s degree in Finance or Business Administration

Tools

Microsoft Office Suite

Job description

Key Responsibilities:

• Oversee the onboarding process for new wealth management clients, ensuring all documentation is completed accurately and in a timely manner.
• Conduct thorough due diligence and KYC (Know Your Customer) checks to comply with regulatory and internal policies.
• Collaborate with internal stakeholders, including Relationship Managers, Compliance, and Operations teams, to facilitate smooth client onboarding.
• Monitor and track onboarding progress, promptly addressing any issues or delays.
• Ensure data integrity by accurately inputting and maintaining client information in relevant systems.
• Assist in the continuous improvement of onboarding processes by identifying inefficiencies and proposing solutions.
• Stay up to date with industry regulations and company policies to ensure compliance.
• Provide high-quality support to clients by addressing queries related to the onboarding process.

Qualifications and Skills:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Prior experience in client onboarding, wealth management, or a financial services role preferred.
• Strong understanding of KYC, AML (Anti-Money Laundering), and regulatory requirements.
• Excellent organizational skills and attention to detail.
• Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
• Strong interpersonal and communication skills, with a client-centric approach.
• Proficiency in Microsoft Office Suite and experience with client management systems.
• Problem-solving skills with the ability to address challenges proactively.