Job Description

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)

    • ...

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