• Client Lifecycle Management Specialist Jobs in Singapore

  • Credit Suisse Securities (India) Pvt Ltd
  • Singapore
  • Save Job
  • 5 - 8 Years
  • Posted : above 1 month

Job Description:

Client Lifecycle Management Specialist #132657

Singapore-Singapore-Singapore |

Full-time | Private Banking and Wealth Management | Job ID 132657 Operations English

Credit Suisse is a leading global wealth manager with strong investment banking capabilities Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities We are Credit Suisse

We Offer

The Client Lifecycle Management (CLM) team supports the APAC division with Private Banking account lifecycle management processes from maintenance to account closure This role will be focused on the execution of controls and tasks required in the Client Lifecycle Management process, with a strong focus on ensuring that client identification documentation, name screening and data capture activities meet the Banks policies, standards, and applicable local legal and regulatory requirements

Perform data capture and validation in the Client Relationship Management system

Uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks

Stay relevant with the latest regulatory, policy and procedural requirements

Take ownership of relevant procedural documentation and ensure procedures are updated on a timely basis

Escalate higher risk matters or regulatory questions to the Financial Crime Compliance team

Provide support for any regulatory related, audit, review requirements

To prepare and conduct training on client maintenance processes as required

Deliver continuous process improvements, in view of the changing operating and regulatory environment

Any other tasks assigned by the management


You Offer


You have 5 years of relevant client account maintenance & experience within Banking (Private Banking experience is preferred)

Strong understanding of AML/CFT customer identification regulations and requirements in Australia (also Hong Kong or Singapore regulations and requirements knowledge preferred)

Previous experience in Managing team

Experience in Change Management


You are dedicated and self-starter, with a positive can-do attitude

You have strong analytical ability, and a problem solver with the ability to think out of the box

Team-player, you are committed to service delivery excellence and always having the bank and clients best interests in mind

Ability to build and maintain positive relationships with key internal clients including business, operations and colleagues in Compliance and Regulatory Affairs, etc

Good written, verbal and interpersonal communications skills

Ability to multi-task and prioritize

Ability to work under-pressure

Ability to drive open work to completion

Competent in using MS Office software, particularly Excel and Word

Your experience with industry standard tools such as Temenos and/or Avaloq is a plus

Your strong technical skills (VBA programming, SQL) will be preferred

You have a Degree in Business or Finance (or equivalent experience)

Credit Suisse is an equal opportunity employer Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking, Banking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 20th Jan 2020

Key Skills:

Company Profile:

Credit Suisse Securities (India) Pvt Ltdarfix

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