Account Documentation Officer

Responsibilities:

• Review account documents submitted by Relationship Managers (RMs)
• Manage processing of clients change in circumstance and amendments on the accounts
• Ensure document deficiencies are accurately tracked and escalated as per procedure
• Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
• Provide support to other departments in various activities (e.g. signature verification, information retrieval)

Requirements:

• Diploma or Degree with at least 2 years of related private banking working experience, preferably with client documentation experience
• Familiar with CRS, FATCA and QI documentations and annual regulatory reporting
• Good knowledge of MS Office software applications and aptitude for technology

** This Singapore-based position is opened to Singaporeans only.

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