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Client Portfolio Management Professional

7 days ago

Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time
Job Overview

Bank of Singapore is seeking a skilled Client Account Services Specialist to join our team in Hong Kong. As a key member of our Client Onboarding & Lifecycle Management department, you will play a critical role in providing account services support to our clients.

In this role, you will be responsible for reviewing and processing account documentation, ensuring compliance with regulatory standards and Bank's guidelines. You will also work closely with our Front Office team to provide advice and guidance on account-related matters.

Main Responsibilities:

  • Review and process account opening, periodic review and static update documentations to ensure completeness and accuracy.
  • Provide advice and guidance to Front Office team on account-related matters.
  • Update data from source documents into the Bank's Client Onboarding System.
  • Monitor and follow up on outstanding documentation to ensure timely submission.
Key Requirements

To succeed in this role, you should possess:

  • At least 3 years of experience in private banking account services area.
  • Excellent analytical and problem-solving skills.
  • Ability to work effectively in a team environment.
  • Strong communication and interpersonal skills.