SG Onboarding Officer

The SG Onboarding Officer under BDO Private Bank handles the processing of day to day client and account creation/maintenance activities.

RESPONSIBILITIES:

Client/Account Creation

• Reviews completeness of account opening documents received from Private Banking Front Office (SG and PB RM) and/or Branch Banking Group (BBG) .
• Ensures approvals are in place from approving authorities for opening of account with incomplete documents/deficiencies.
• Approves notification/confirmation to clients on successful account opening. Preparation and Review of Thank You Letters.
• Builds up client/account level information in SG Systems of Record (Avaloq)

Client/Account Maintenance

• Reviews completeness of account maintenance documents received from Private Banking Front Office (SG and PB RM)
• Processing of client/account level maintenance information in SG Systems of Records (Avaloq)

Others

• Monitors/Sends out reminders to Private Banking FO on document deficiencies
• Reviews and sends out original documents to SG for transmittal
• Monitor compliance to policies/guidelines/directives.
• Perform other duties that may be assigned by Management.
• Respond and trouble shoot issues related to client and account creation and maintenance
• Preparation and report generation related to client/account creation and maintenance
• Trigger requirement for document review to FO and monitor its status

QUALIFICATIONS:

• Bachelors degree holder
• at least 3 years of experience in Wealth, Banking, or any Financial Institutions

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 30393