, and services Preferably with business analysis and project management experience & skill Experience in digital account opening...
account opening and periodic review of existing account management compliance. Assists in transaction monitoring tasks/reports.... Supports the Director for day-to-day account management. Supports the Director to develop new client relationships to generate...
; Initiate Account Opening, KYC, and other execution and admin work; Monitor and manage existing collateral positions...
execution Assisting on client account opening, and liaise with Front, Middle and Back Office as regard to client’s document...
and financial solutions. Private Partner Services (PPS) provides sales operation support (including account opening) to Private... to sales and operations procedures and matters as required. Account Opening Support – Liaise with RM/ARM team to handle PB...
and financial solutions. Private Partner Services (PPS) provides sales operation support (including account opening) to Private... to sales and operations procedures and matters as required. Account Opening Support – Liaise with RM/ARM team to handle PB...
submitted for new accounts. Ensure account opening documentation and relevant approval records are retained properly..., onboarding, or KYC / SOW review is an advantage Knowledge on account opening and CIP/KYC documentation for onboarding clients...
, co-solutioning, and execution of projects, including myWealth and investment account opening, collaborating with Group throughout the... services industry Functional experience as a Product Manager, Product Owner or Business Analyst in Wealth Management Sound...