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Wealth Management Onboarding Analyst - Islandwide, SG

Wealth Management Onboarding Analyst - Islandwide, SG

RAPSYS TECHNOLOGIES PTE. LTD.Islandwide, SG
18 hours ago
Job description

Roles & Responsibilities

Key Responsibilities :

  • Oversee the onboarding process for new wealth management clients, ensuring all documentation is completed accurately and in a timely manner.
  • Conduct thorough due diligence and KYC (Know Your Customer) checks to comply with regulatory and internal policies.
  • Collaborate with internal stakeholders, including Relationship Managers, Compliance, and Operations teams, to facilitate smooth client onboarding.
  • Monitor and track onboarding progress, promptly addressing any issues or delays.
  • Ensure data integrity by accurately inputting and maintaining client information in relevant systems.
  • Assist in the continuous improvement of onboarding processes by identifying inefficiencies and proposing solutions.
  • Stay up to date with industry regulations and company policies to ensure compliance.
  • Provide high-quality support to clients by addressing queries related to the onboarding process.

Qualifications and Skills :

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • Prior experience in client onboarding, wealth management, or a financial services role preferred.
  • Strong understanding of KYC, AML (Anti-Money Laundering), and regulatory requirements.
  • Excellent organizational skills and attention to detail.
  • Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
  • Strong interpersonal and communication skills, with a client-centric approach.
  • Proficiency in Microsoft Office Suite and experience with client management systems.
  • Problem-solving skills with the ability to address challenges proactively.

    • Tell employers what skills you have

    Wealth Management

    Microsoft Office

    Due Diligence

    HTML

    PRINCE2

    Customer Success

    Attention to Detail

    AML

    Business Analyst

    Regulatory Requirements

    KYC

    Direct Marketing

    Financial Services

    Marketing Analytics

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