Relationship Management Support (Contract) - PB & WM
NewBe an early applicant- Support High Net Worth client onboarding and lifecycle reviews
- Join a leading global wealth management institution on contract
About Our Client
Our client is a globally recognized financial services institution with a strong presence across major international markets. Renowned for its wealth management and private banking capabilities, the organization serves High Net Worth and Ultra High Net Worth individuals through a comprehensive suite of investment, banking, and advisory solutions. With a long-established reputation for excellence, innovation, and regulatory integrity, the business offers employees the opportunity to work within a collaborative, fast-paced, and client-centric environment.
Job Description
- Prepare and maintain KYC/CDD assessments and client due diligence documentation for onboarding, periodic reviews, and event-driven reviews.
- Gather, validate, and review client documentation to ensure completeness, accuracy, and compliance with internal policies and regulatory standards.
- Assess client profiles, ownership structures, source of wealth information, and anticipated account activities.
- Coordinate closely with Relationship Managers, Compliance, Risk, and Operations teams to ensure timely completion of client reviews.
- Monitor and manage KYC review pipelines, ensuring deadlines and service level expectations are met.
- Identify and remediate documentation gaps, discrepancies, and outstanding compliance requirements.
- Maintain high standards of governance, regulatory adherence, and data quality throughout the client lifecycle management process.
The Successful Applicant
- Bachelor's degree in Business, Finance, Economics, or a related discipline.
- Experience supporting KYC, CDD, AML, client onboarding, or periodic review processes within banking or financial services.
- Strong understanding of private banking, wealth management, or financial products and services.
- Proven ability to prepare detailed client due diligence assessments and risk-related documentation.
- Strong analytical, problem-solving, organizational, and stakeholder management skills.
- Ability to manage multiple cases simultaneously while meeting regulatory and business deadlines.
- Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Self-motivated team player with a strong attention to detail and commitment to quality.
What's on Offer
This is an excellent opportunity to join a highly reputable global financial institution and gain valuable exposure to private banking and wealth management operations. The successful candidate will work alongside experienced industry professionals in a collaborative environment while developing expertise in KYC, AML, regulatory compliance, and client lifecycle management. The role provides structured training, exposure to complex international client portfolios, and the opportunity to build a strong foundation for future career progression within financial services and wealth management.
Michael Page International Pte Ltd | Registration No. 199804751N