Client Onboarding Specialist - Wealth Management

about the company.

An internationally recognized financial institution renowned for its comprehensive wealth management solutions and strong global market presence. They are currently expanding their operations and looking for dedicated professionals to support their front-office teams and ensure operational excellence.

about the job.

Join a highly collaborative account management team to drive seamless client lifecycle processes for the wealth management division.

• Oversee the end-to-end client lifecycle management process including account opening, periodic reviews, and account closures.
• Perform rigorous due diligence and verify client information to ensure strict adherence to internal policies and regulatory standards.
• Partner closely with front-office representatives and compliance teams to facilitate efficient onboarding and resolve escalated issues.
• Document and evaluate background screening results while assisting with comprehensive client profiling assessments and related inquiries.
• Contribute to continuous process improvements and generate management reports to enhance operational control frameworks.

skills and experience required.

• Proven track record in the banking or financial services sector, specifically within risk, controls, or client onboarding functions.
• Strong familiarity with wealth management operations and prevailing regulatory requirements related to financial crime compliance.
• Excellent interpersonal and stakeholder management abilities to effectively collaborate with various internal departments.
• Analytical capabilities with a proactive approach to problem-solving and process optimization.
• Industry qualification in FCC / AML is highly advantageous.

Please click on the 'apply' button to apply online. For more information, please reach out to Sophia Tan. (EA: 94C3609 / R1980830)