Engage Specialist (6 Months Contract)

Your new company
You will be joining a leading global financial institution with a strong presence in wealth management. The organisation is known for its robust platform, international reach, and commitment to delivering high-quality client service across global markets.

Your new role

• Support Client Advisors with client lifecycle management (CLM) and account maintenance activities.
• Handle account structure changes (ASC) across various client types (individuals, companies, trusts, funds).
• Provide documentation and advisory support for client requests (e.g. account updates, bank references, digital banking access).
• Ensure all activities comply with regulatory, compliance, and AML requirements.
• Perform checks related to name screening, sanctions, and risk mitigation.
• Liaise with internal stakeholders, including Front Office, Compliance, Legal, and Risk teams.

What you'll need to succeed

• Minimum 2 years of experience in banking operations.
• Experience in account servicing, account opening, or client lifecycle processes (CLM) is preferred.
• Exposure to ASC, data maintenance, or client documentation handling.
• Strong focus on data accuracy and processing.
• Proficient in English and Mandarin (to support regional/China markets).
• Comfortable in an operations-driven role with high-volume tasks.
• This role is only open to Singaporeans.

What you need to do now
If you're interested in this role, click Apply Now" to submit an up-to-date copy of your CV. Alternatively, you may email your resume to [email protected].
If this role isn't quite right for you, but you know someone who would be a good fit, feel free to refer them.

This job posting is being managed on behalf of Wilfred Lam.
Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924