JOB DESCRIPTION

• Lead Client Onboarding: Manage the end-to-end onboarding process, including KYC/AML checks, preparation, and verification of account documentation to ensure full regulatory compliance.
• Operational Support: Assist Relationship Managers with scheduling, preparing client presentation materials, and processing daily client instructions.
• Transaction Management: Liaise with partner banks and financial institutions to oversee the timely and accurate execution, settlement, and reconciliation of banking and investment transactions.
• Stakeholder Coordination: Act as the central contact point for internal teams and external partners to facilitate smooth client servicing and operational workflows.
• Additional Duties: Support other operational or administrative tasks as required.

REQUIREMENTS

• Bachelor’s degree with at least 3 years of relevant experience, ideally within Wealth Management or Private Banking.
• Strong attention to detail, with a focus on compliance, risk control, and accuracy.
• Proactive problem-solver with strong critical thinking skills.
• Ability to manage multiple priorities under pressure and meet tight deadlines.
• High ethical standards, collaborative mindset, and commitment to regulatory adherence.
• Organised, adaptable, and solutions-oriented, with the ability to work independently and in a fast-paced team environment.

Please refer the Job description for details