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) ...