Job Overview
Company
Indosuez Wealth Management
Category
Computer Occupations
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Job Description
Description du poste
Key Responsibilities:
Review clients account opening documentation and check the validity on relevant forms to ensure compliance with applicable local regulatory requirements and internal policies and procedures of the bank.Conduct CDD review on existing clients through periodic reviewPerform creation/ deletion/ modification of client static records, and maintain such records are up-to-date and relevant.Advise relationship managers on offshore company/ trust accounts documentation requirement.Manage client onboarding operations and check completeness and accuracy of clients data in the Core Banking systemPerform various control maintenance function for customer account (covering close, block account and etc) Liaise with relationship managers to resolve account documentation issues.Perform review and tagging of clients with Professional Investor and Private Banking Client Status in the Core Banking SystemConduct ad hoc projects related to documentation and UAT testingAssist Head of Client Data to prepare reporting tasks of the departmentAssist different department to order company searchPerform document scanningProvide backup/ support to Client Middle Office team
About Indosuez Wealth Management
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Indosuez Wealth Management is actively hiring for this Client Data Manager M/F position
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