Responsibilities

• Responsible for accurate and timely account maintenance and handling of enquiries, including escalation where necessary.
• Review account documents submitted i.e. FATCA and CRS documents
• Ensure timely and accurate processing of client’s data and amendments on the accounts, tracking and escalation of document deficiencies
• Assist Front Office on FATCA and CRS related queries and matters
• Provide quality service to internal stakeholders and custodial services for documentations (e.g. imaging and archiving)
• Support other Business Management departments (e.g. signature verification, information retrieval) and other ad-hoc tasks

Requirements

• Diploma/ Degree holder, with min. 2 years in finance/ banking environment and understanding of wealth management industry
• Experience in general banking accounts management / client documentation review is preferred
• Good time management skills – able to multitask and handle tight deadlines
• Good interpersonal and communication skills
• Able to analyse and problem solve independently
• Team player and takes initiative
• Organized and attention to details
• Results-oriented

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | EA Personnel: Eileen Sng | Registration No: R21100144