Client Services Manager, Wealth Management

Key Areas of Responsibilities

• Manage the inflow of request and prioritize KYC Client onboarding and periodic reviews.

• Ensure business and client is provided with the KYC, tax, and regulatory requirements for all onboarding and periodic review request.

• Ensure key stakeholders are kept informed of the progress and challenges.

• Escalate issues where appropriate, and interact with relationship managers and investment counsellors where necessary.

• Take on full ownership and coordinate with various teams like Credit, Legal and Compliance, Operations etc.

• Follow up on any delays and deficiency on KYC documentation.

• Ability to work with onshore and offshore teams, in both Singapore and Hong Kong.

• Perform quality checks to ensure that defined guidelines are adhered to.

• Work as the process owner and ensure end-to-end management of all rel...