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Open nowPosted 29 days ago

Relationship Management Support (Contract) - PB & WM

MyCareersFuture94,028 open roles

Pay
SGD 4,000 – SGD 6,000 a month
Where
Singapore
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Your applicationOpen nowRelationship Management Support (Contract) - PB & WMMyCareersFuture · Singapore

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  5. 33.7%30 days
This job: posted 29 days ago

The posting

  • Support High Net Worth client onboarding and lifecycle reviews
  • Join a leading global wealth management institution on contract

About Our Client

Our client is a globally recognized financial services institution with a strong presence across major international markets. Renowned for its wealth management and private banking capabilities, the organization serves High Net Worth and Ultra High Net Worth individuals through a comprehensive suite of investment, banking, and advisory solutions. With a long-established reputation for excellence, innovation, and regulatory integrity, the business offers employees the opportunity to work within a collaborative, fast-paced, and client-centric environment.

Job Description

  • Prepare and maintain KYC/CDD assessments and client due diligence documentation for onboarding, periodic reviews, and event-driven reviews.
  • Gather, validate, and review client documentation to ensure completeness, accuracy, and compliance with internal policies and regulatory standards.
  • Assess client profiles, ownership structures, source of wealth information, and anticipated account activities.
  • Coordinate closely with Relationship Managers, Compliance, Risk, and Operations teams to ensure timely completion of client reviews.
  • Monitor and manage KYC review pipelines, ensuring deadlines and service level expectations are met.
  • Identify and remediate documentation gaps, discrepancies, and outstanding compliance requirements.
  • Maintain high standards of governance, regulatory adherence, and data quality throughout the client lifecycle management process.

The Successful Applicant

  • Bachelor's degree in Business, Finance, Economics, or a related discipline.
  • Experience supporting KYC, CDD, AML, client onboarding, or periodic review processes within banking or financial services.
  • Strong understanding of private banking, wealth management, or financial products and services.
  • Proven ability to prepare detailed client due diligence assessments and risk-related documentation.
  • Strong analytical, problem-solving, organizational, and stakeholder management skills.
  • Ability to manage multiple cases simultaneously while meeting regulatory and business deadlines.
  • Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
  • Self-motivated team player with a strong attention to detail and commitment to quality.

What's on Offer

This is an excellent opportunity to join a highly reputable global financial institution and gain valuable exposure to private banking and wealth management operations. The successful candidate will work alongside experienced industry professionals in a collaborative environment while developing expertise in KYC, AML, regulatory compliance, and client lifecycle management. The role provides structured training, exposure to complex international client portfolios, and the opportunity to build a strong foundation for future career progression within financial services and wealth management.

Michael Page International Pte Ltd | Registration No. 199804751N

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