Client Account Documentation Specialist – Global Wealth Management

Reference: BH-23521-2

The Role
My client is a boutique Wealth Management Firm we are looking for a Client Documentation specialist in SG. You will be working directly with the RMs and in charge of all documentation matters.

Responsibilities:

Review and obtain account opening documents and ensure they are in line with regulatory requirements
Review clients’ profile and liaise with them on documentation matters.
Ensure data accuracy of clients’ details in the system
Liaise with Bankers on any missing documents and discrepancies
Work with the wider team on any UAT and system enhancement work

Requirements:

At least 3 years in a Documentation function – ideally from a PB / Wealth firm
Experience in MAS 626 and local regulatory requirements
Strong working knowledge of best practices in in KYC and SOW
Ability to manage and work with regional stakeholders

Take charge of this opportunity to welcome a new career challenge in 2025

EA Personnel No R1985201
BeathChapman Pte Ltd
Licence No 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

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