and skills Sound knowledge on KYC / client onboarding, familiar with corporate and regulatory developments on AML. University graduate with minimum 2 years relevant banking experience. Fluent in written and spoken English and Mandarin. Strong interpersonal skills, ability to partner with internal stakeho...
The best administrators are the ones investing in automated, integrated onboarding platforms. Investment in technology indicates that client service is a real priority and not just a marketing talking point. “At U.S. Bank, we’ve focused on putting all our policies into a technology solution ...
As the Onboarding Banking Services Officer, you will use the experience you have acquired in the past as well as excellent organisational skills, sound judgement, the ability to prioritise tasks and strong personal character to help meet client requirements. Your team will benefit from your flexible...
ClientOn-BoardingasaBusinessOpportunitySpeaker:HeatherAdamsAccentureCapitalMarketsUKInthispodcast,HeatherAdamsfromtheAccentureUKCapitalMarketsgroup,discusseshowSmarterOn-Boardingcanhelpinvestmentbanksimprovecrosssellingandcustomerexperiences,aswellasaddresscomplianceandregulatorychallenges.Whatarethechallengesforinvestmentbankingin...
Fenergo is a provider of client onboarding lifecycle management software for corporate, investment and private banks. Established in 2009, its onboarding technologies span front and middle office operations to provide banking clients with an end-to-end c
- Being part of the IB Client Onboarding team built out in UBS Shanghai BSC - supporting the APAC Investment Banking business. You would be joining a dynamic yet challenging environment in view of ensuring the completeness of Documentations from Counterparties to satisfy the various regulatory requ...
Embrace a streamlined approach to onboarding new clients and assessing the potential risks they pose to your firm. Intapp Intake enables modern business processes using dynamic risk-based questionnaires, workflows, and scoring models.
Streamline financial services digital client onboarding with a purpose-built solution. Enhance first impressions, reduce costs, and automate processes.
seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless wor...
The role will support projects and new processes within Client Onboarding therefore previous experience of this type of work within a Client Onboarding environment is beneficial 5-7 Years of experience in Excel, Advanced Excel 2-5 Years of experience in Alteryx, Tableaur or...