Client Onboarding Analyst - Singapore - PAN-ASIA RESOURCES PTE LTD

    PAN-ASIA RESOURCES PTE LTD
    PAN-ASIA RESOURCES PTE LTD Singapore

    1 week ago

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    Description
    Roles & Responsibilities

    JobDescription

    • 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.
    Tell employers what skills you have

    Onboarding
    Requirements Gathering
    regulatory changes
    Process Improvement
    Organization & prioritization Skills
    Documentation
    Customer Success
    Time Management skills
    Able To Work Independently
    Marketing Analytics