Client Documentation Administrator - Singapore - PICTET

PICTET

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Your team:

The Pictet group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 4600 people.
Pictet has been present in Singapore for more than 25 years where it employs over 200 people.

Your role:

The Client Documentation Administrator shall focus on providing advisory services to Front Office on the account life cycle management processes, from account opening formal checks, change in circumstances in relation to Account Opening documentation preliminary checks, change in circumstances, general account
Performs clients and counterparties documentation activities in Pictet Singapore to enable quick and correct analysis, processing, codification and archiving of the bank's records and systems.
Provide support to the Head of Department to develop and oversees the Client Register team, ensuring timely and quality delivery of all tasks.
Take charge of other responsibilities including but not limited to static data, output management, tax documentations processing, account opening formal checks, electronic and physical archiving, etc.
Partake interactions with Front office, key shared functions (Compliance, Legal, Risks and Operations) and at Group level on client data and legal documentation.
Take ownership of relevant procedural documentation and ensure procedures are updated on a timely basis.
Lead the change management process and projects in view of the bank strategic objectives and vision.
Deliver continuous process improvements, in view of the changing operating and regulatory environment.
Foster a positive working environment within team and manage changes pro‐actively and methodically (E.g. training, coaching, communications, etc.)

Your profile:

University degree or equivalent.
At least 10 years experience in a similar position in the private banking industry.
Strong understanding of the banking operational processes such as documentation, client static data maintenance and management, output management handling.
Ability to develop and maintain productive relationships with key internal clients including business, operations and colleagues from the headquarters.
Sound knowledge and experience in International Tax Regulations (FATCA/QI/CRS) documentation handling and reporting.
Extensive knowledge in processing Account Opening Documentation preliminary checks
Knowledge of Due Diligence, KYC and AML process would be a plus.
Experience in team management on planning, organizing, coordinating, directing and supervisions.
Rigorous, structured, well organized, analytical and attention to details.
High awareness for confidentiality rules.
Pro‐active and self‐starter, with a can‐do attitude.
Good people skills and a team player.
Good understanding of IT systems and operational banking processes.
Proficiency in English and Chinese.

Note:

We will not accept any CVs via agencies
Diversity & Inclusion:

**_ Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace._