Private Bank Client Service Officer (6 month contract)

RECRUIT AVENUE PTE. LTD.

Singapore
Prepare account opening documentation
Input investment transactions into system
Review executed documents for completeness
This role supports the team in delivering administrative services related to client onboarding, investments, and transactions

Job Summary

  • This role supports the team in delivering administrative services related to client onboarding, investments, and transactions.
  • Key responsibilities include preparing account opening documents, renewing Client Risk Questionnaires, and entering investment deals into the bank's system.
  • The position requires maintaining accurate document filing and coordinating submissions for the BA team review.

Matching Summary

Match Score: 75

This role supports the team in delivering administrative services related to client onboarding, investments, and transactions.

Skills & Requirements

Must-have

  • Prepare account opening documentation
  • Input investment transactions into system
  • Review executed documents for completeness
  • Coordinate BA team review submissions
  • Maintain proper document filing and archiving

Nice-to-have

  • Strong interpersonal skills
  • Ability to work well in a team
  • Detail-oriented and meticulous approach
  • Proficient in Microsoft Word and Excel
  • Support on ad-hoc tasks efficiently

Key Requirements

  • Diploma or Bachelor's degree required
  • Basic knowledge of KYC/AML/CDD processes
  • 6 month contract duration

Work Rights

Not specified

Tailored Resume

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