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SOW/ Onboarding Specialist (Wealth Management)

Job description

Our client is a reputable Private Bank hiring Onboarding Specialists with Source of Wealth (SOW) experience to join the team in Singapore.

Responsibilities:

  • Support Front Office in account opening and periodic review
  • Work closely with Relationship Managers, Compliance and other stakeholders to ensure smooth onboarding and requirements comply with regulatory and internal policies
  • SOW review and corroboration
  • Advise on onboarding matters and engage in SOW discussion with RMs to enhance quality of onboarding standard
  • Oversee the account opening and review process and escalate any red flags or alerts
  • Provide suggestions to enhance efficiency of work processes

Requirements:

  • Bachelor's Degree in Finance, Banking or related field
  • At least 2-4 years' relevant experience in Private Banking/ Wealth Management, with experience in SOW corroboration
  • If you have KYC/ onboarding experience in Private Banking environment but keen to take on a steep learning curve to gain SOW skills, welcome to apply
  • Team player, detail oriented and ability to work on tight deadlines
  • Excellent communication and stakeholder management skills
  • CAMS certification would be a plus
  • Candidates who require a work pass need not to apply

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Selicia.low@ambition.com.sg. Note: We regret that only shortlisted candidates will be notified.

Data provided is for recruitment purposes only. Business License Number: 200611680D. EA Registration Number: R1767640

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer SGD1,000 or SGD350 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.sg/refer-a-friend