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- 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 ever-changing 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.
Client Onboarding Analyst - Singapore - PAN-ASIA RESOURCES PTE LTD
Description
Roles & ResponsibilitiesJobDescription
Onboarding
Requirements Gathering
regulatory changes
Process Improvement
Organization & prioritization Skills
Documentation
Customer Success
Time Management skills
Able To Work Independently
Marketing Analytics