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Client Onboarding Specialist - Singapore - Epergne Solutions

Epergne Solutions

Verified Company

Singapore

1 month ago

Posted by:

Wei Jie

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Epergne Solutions is looking for a Client Onboarding Specialist

Role Purpose

We're looking for someone like that to:

Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation.
Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client adviser.
Think flexibly to propose new ideas and contribute to continuous improvement of processes and services.
Strong understanding of the everchanging regulations relating to AML/KYC and Investment suitability.
Engage in adhoc projects including systems change, process improvement, cross border initiatives, new regulatory changes from requirements gathering through implementation. Have good planning and time management/prioritization skills.

Your experience and skills

You have:

- "X-X "years of experience in KYC/AML roles, Client Onboarding, Remediation Process, or related functions ( ideally in banking)

Detailed understanding of KYC/AML procedures/regulations
Understanding of the risk management framework in a bank, with emphasis on ability to identify, assess and address any potential risks.
Proven experience in client service (ideally in banking).
Ability to diligently follow up and follow through on deliverables.

You are:

A selfstarter who can work well with mínimal supervision.
A skilled written and verbal communicator. (Mandarin written and verbal skill would be an advantage in serving our APAC clients)
A collaborator who can work well with different functions and can manage stakeholder expectations.
A dedicated team player with a cando attitude and eagerness to learn.
An effective worker who can multitask and perform under pressure.
Able to think on your feet /out of the box to come up with solutions.

Cloud Engineer