Job Responsibilities:

• Assist in checking, reviewing and inputting of all client account documentation and performing client static data maintenance of client database and documentation system
• Play a key role in the client data maintenance and account closing process
• Input, check and review all client data documentation relating to corporate structure changes, signatories updates, etc.
• Perform static data maintenance of client database (Avaloq) and documentation system
• Follow up with Marketing Front on outstanding documentation
• Administration of E-Banking Services and provide support on client admin duties (reprint, retained and returned mails, reference letter, etc.)
• Maintain reports and provide statistical data updates to Team Head for monthly/quarterly reporting
• Build strong working relationships with Legal, Compliance, Credit and front office to deliver best practice processes
• Document management and custodian of client files both physical and electronic

Job Requirements:

• Bachelor Degree in Accounting, Business or any finance related field
• At least 3 years experience in formalities department of a bank, preferably engaged in wealth management
• Good interpersonal and organizational skills
• Is self-motivated, able to manage multiple assignments and work within a team
• Ability to work in a fast-paced and rapidly changing environment is a pre-requisite
• Working knowledge of Avaloq system will be of an added advantage

 Salary: Negotiable