Client Documentation Analyst (Private Bank)

Responsibilities

• Conduct comprehensive documentation checks during onboarding and periodic reviews for accounts managed in Singapore and Hong Kong, including private banking clients, common service providers, IAMs, and BI accounts.
• Ensure all submitted documentation aligns with internal policies as well as local regulatory standards, maintaining rigorous control throughout the review process.
• Serve as a primary point of contact for new and existing accounts by addressing operational queries, facilitating onboarding processes, managing periodic reviews, and handling various service requests.
• Provide strong advisory support to front office teams regarding documentation requirements, especially when there are changes in client circumstances or complex cases arise.
• Manage end-to-end system updates related to onboarding and periodic reviews, including account blocking where necessary to ensure compliance.
• Oversee the management of client notifications such as welcome letters and account PMIE notifications, ensuring timely communication with clients.
• Organise and produce detailed statistical reports related to client accounts upon request from management or stakeholders.
• Review and process tax documentation thoroughly, performing completeness checks and reasonableness assessments on all submitted tax forms.
• Engage proactively in process improvement activities aimed at driving efficiency gains and enhancing overall service quality within the team.
• Participate actively in transformational change initiatives such as process automation, workflow mapping, collation of industry best practices, and support for global projects spanning Asia.
• What you bring:
• At least five years of proven experience in a client-focused position within private banking, with significant exposure to client documentation processes as well as onboarding or periodic review activities.
• Comprehensive understanding of account documentation requirements specific to Singaporean or Hong Kong managed accounts within the private banking sector.
• Demonstrated familiarity with tax documentation procedures and related forms relevant to private banking clients.
• Exceptional attention to detail combined with a robust risk awareness mindset that ensures accuracy in all aspects of documentation review.
• Excellent communication skills enabling you to provide practical advisory support to front office staff and other key stakeholders across regions.
• Proactive attitude towards collaboration; comfortable working within teams that value knowledge sharing and collective problem-solving.
• Strong organisational abilities allowing you to manage competing priorities effectively while meeting tight deadlines associated with multiple requests.
• Experience participating in or supporting process improvement initiatives aimed at increasing efficiency or enhancing service delivery within financial services environments.
• Comfortable adapting to change-oriented settings where flexibility is required due to evolving business needs or regulatory landscapes.
• Willingness and availability to commit fully to a 9-month contract assignment based in Singapore.
• What sets this company apart:
• This organisation stands out as one of the most respected names in private banking across Asia. With an unwavering commitment to excellence in client service delivery, they foster an inclusive culture where every team member's contributions are valued.
• Do note that we will only be in touch if your application is shortlisted.
• Robert Walters (Singapore) Pte Ltd
• ROC No.: 199706961E | EA Licence No.: 03C5451
• EA Registration No.: R1435983 Glen Chua

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