Senior Associate
3 days ago
Overview Discover New Possibilities at Raffles Family Office Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end. Headquartered in Hong Kong and Singapore, Raffles Family Office is also incorporated in Taipei, Shanghai, Beijing and Bangkok. At RFO, we are people first – people who can think beyond labels. We are one dynamic and entrepreneurial team that values fun, respect and solidarity – just like a family. We are committed to fostering a workplace that nurtures a diverse yet inclusive corporate culture that supports professional growth. We believe that this will enable us to create true values and deliver better support for our clients. Responsibilities Manage the end-to-end client onboarding process across multiple custodian banks, ensuring a smooth and efficient experience. Review account opening forms and KYC documentation to ensure completeness, accuracy, and compliance with internal and regulatory requirements prior to submission. Coordinate closely with Relationship Managers and custodian banks to facilitate timely account setup. Monitor and track the progress of account openings, proactively following up on outstanding items or pending documentation. Conduct initial and periodic KYC reviews in accordance with the firm’s policies and custodian bank standards. Maintain accurate and up-to-date client records, ensuring proper recordkeeping and data integrity in internal systems. Support and participate in ad hoc projects or process improvement initiatives as assigned. Requirements Bachelor’s degree, with 3–4 years of experience in private banking, wealth management, or asset management. Prior experience supporting ultra-high-net-worth (UHNW) clients will be an advantage. Solid understanding of client documentation, KYC processes, and banking operations. Strong interpersonal, communication, and organizational skills. Exceptional attention to detail and ability to perform effectively in a fast-paced, multicultural environment. Fluency in English, Mandarin, and Cantonese (both written and spoken) is required. All personal data collected will be kept strictly confidential for recruitment purposes only. Details Seniority level : Associate Employment type : Full-time Job function : Administrative Industries : Financial Services, Investment Management, and Banking #J-18808-Ljbffr
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