client data officer - foreign bank (contract) in Singapore

posted
contact
lynda tan, randstad
job type
contract

job details

posted
location
singapore
specialism
banking & financial services
job type
contract
working hours
Full-Time
reference number
91M0151091_1606891485
contact
lynda tan, randstad
add to saved jobs print

job description

about the company
Our Client is a global private bank with offices around the world, but most importantly, they put a focus on developing their people with their ongoing Learning & Developmental programmes.

about the role

  • Perform account maintenance for Singapore and Hong Kong managed accounts
  • Advise Front Office on account documentation requirements and form completion
  • Review and process client documents including W-8 BEN forms, CRS forms, bank forms, client instruction letters for updating client data like contact number, address etc
  • Perform static data maintenance
  • Ensure completeness and accuracy of clients’ data entered in the bank's computer system
  • Liaise with Client On-boarding Team on account opening
  • Prepare Welcome Packs for new clients
  • Participate in client data remediation projects

skills and experience required:

  • Minimum Diploma
  • At least 1 year of experience in Client Data and/or Account Documentation within Private Banking
  • Attention to detail
  • Good organisational and time management skills
  • Good interpersonal and communication skills
  • Proficient in Microsoft Office applications, particularly Excel

If you would like to find out more about this role, please click apply below. Alternatively please contact Lynda Tan at 6510 7413.

EA: 94C3609 / R1223887

skills

no additional skills required

qualification

no additional qualifications required

educational requirements

Associate Degree/Diploma