Client Service Executive (Priority Banking I Newton I Up to 6k)

The Opportunity

Opportunity to work for one of the leading financial service providers and top banks
Great exposure to learn about banking products and services domain
Location at Newton

The Job

Manage end-to-end onboarding processes for international clients, including account opening and product activation.
Liaise with Relationship Managers and Client Service Manager to ensure all required documentation is accurate, complete, and compliant with regulatory standards (e.g., CRS, FATCA), demonstrating a strong understanding of KYC, Source of Wealth, CRS, and FATCA regulations.
Make welcome calls to new clients, introduce the bank’s services, and guide them through their onboarding steps.
Conduct Webex video conferencing with customers to guide them through the digital onboarding journey.
Provide assistance to clients using digital platforms and accessing relevant banking services in Singapore.
Monitor onboarding progress, follow up on outstanding items, and escalate issues as needed for timely resolution.
Deliver a high standard of customer service while adhering to compliance and operational guidelines.

The Talent

Diploma or Degree in Business, Finance, or a related field preferred.
Minimum 2 year of relevant experience in banking, client servicing, or onboarding roles. Exposure to private or priority banking clients is advantageous.
Strong communication and interpersonal skills.
Familiarity with basic banking products, digital channels, and onboarding regulations.
Meticulous, client-focused, and a dependable team player.
Comfortable working in a fast-pace with high attention to service detail.

Next Steps

Wu Yue Shan

EA License No: 91C2918

Personnel Registration Number: R25138923

See also