Account Documentation Specialist - Private Bank

about the company.

A leading international private banking institution known for delivering premier wealth management solutions and exceptional client service. The organization offers a stable and growth-oriented environment within the global financial services sector.

about the job.

• Conduct comprehensive documentation reviews for both new client onboarding and periodic account evaluations.
• Provide clear guidance and advisory support to front office teams regarding documentation requirements and compliance standards.
• Perform regular maintenance and data updates within core banking systems to preserve database integrity.
• Identify data quality gaps and collaborate with internal stakeholders to execute appropriate remediation measures.
• Deliver regular progress updates and status reports to senior department management.

skills and experience required.

• Minimum 5 years of relevant experience in account documentation & static data management within private banking.
• Hands-on familiarity with core banking tools, with exposure to banking systems such as Avaloq being highly advantageous.
• Exceptional attention to detail with proven organizational and task prioritization abilities.
• Strong interpersonal skills with the capability to communicate effectively across multiple internal teams.

Please click on the 'apply' button to apply online. For more information, please reach out to Sophia Tan. (EA: 94C3609 / R1980830)