Explore client onboarding opportunities that focus on creating seamless and positive experiences for new clients. These roles are crucial for setting the stage for long-term relationships and 138 Client Onboarding jobs in Singapore
Client Onboarding
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Job Description
An exceptional opportunity has arisen for a Client Onboarding Associate to join a prestigious international wealth management division in Singapore on a 6-month fixed term contract.
This role is ideal for someone who thrives in a collaborative environment and is passionate about delivering outstanding client service within the financial sector. You will be part of a dedicated team that supports high-net-worth individuals and families, ensuring seamless onboarding experiences while upholding the highest standards of compliance and regulatory excellence.
- Join a globally recognised wealth management team offering tailored solutions to high-net-worth clients, with a strong focus on collaboration and support.
- Benefit from flexible working opportunities and participate in significant system upgrades, new product launches, and regulatory projects that will enhance your professional expertise.
- Be part of an inclusive workplace that values diversity, psychological safety, and continuous learning, ensuring you are supported at every stage of your journey.
What you'll do:
As a Client Onboarding Associate (6 Months Fixed Term Contract), you will play a pivotal role in supporting the seamless integration of new clients into the wealth management platform.
- Provide direct support to Relationship Managers on Know Your Customer (KYC) requirements during client onboarding and rolling reviews, occasionally meeting with prospects or clients as needed.
- Ensure strict adherence to compliance protocols, KYC processes, due diligence procedures, and anti-money laundering (AML) regulations by Relationship Managers throughout all onboarding activities.
- Act as the primary point of escalation for issues and inquiries related to client onboarding or rolling review matters, handling day-to-day business support efficiently.
- Serve as a liaison between front office sales teams and Compliance/Customer Due Diligence (CDD) teams to coordinate all requirements for client onboarding and periodic reviews.
- Develop comprehensive knowledge of financial products and evolving regulations, interpret new regulatory changes alongside compliance colleagues, and recommend relevant process improvements.
- Maintain and update internal policies, forms, and checklists for the International Wealth Management division to ensure ongoing relevancy; communicate updates regarding workflow enhancements effectively across teams.
- Support daily operations within business management functions to guarantee consistent service quality across the front office environment.
- Participate actively in key initiatives such as major system upgrades, introduction of new products, and projects related to regulatory changes impacting the business.
- Engage extensively with Financial Crime Compliance (FCC), Legal, Compliance, Operations, and Risk units as required to facilitate smooth client onboarding processes.
What you bring:
To excel as a Client Onboarding Associate (6 Months Fixed Term Contract), you bring substantial experience from similar roles within wealth management or private banking environments.
- A minimum degree from an accredited university is required for this position within the wealth management sector.
- At least five years' experience in a client onboarding function within wealth management or private banking is essential for success in this role.
- Demonstrated expertise in client onboarding processes for wealth clients including KYC procedures, due diligence checks, and AML compliance measures is necessary.
- Proven ability to communicate clearly both verbally and in writing while working effectively with internal stakeholders such as Relationship Managers as well as external clients.
- Meticulous attention to detail combined with strong organisational skills enables you to manage multiple tasks simultaneously without compromising accuracy or quality.
- A collaborative approach as an organised team player with sound understanding of financial products and services is highly valued.
- Excellent interpersonal skills are crucial for building rapport across diverse teams while ensuring sensitive information is handled appropriately at all times.
- Experience interpreting new regulations alongside compliance professionals and recommending process changes demonstrates adaptability within evolving environments.
What sets this company apart:
This organisation stands out as a global leader in financial services by consistently prioritising personalised advice tailored specifically for high-net-worth individuals and families worldwide. With nearly a century-long legacy built on disciplined entrepreneurship and considered thought leadership, it offers employees unparalleled access to industry expertise across more than 30 countries.
What's next:
If you are ready to take the next step in your career by joining an internationally respected wealth management team dedicated to excellence-this opportunity awaits you
Apply today by clicking on the link provided; we look forward to connecting with talented professionals eager to make an impact.
Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: E | EA Licence No.: 03C5451
EA Registration No.: R ShiHua Goh
Client Onboarding
Posted today
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Job Description
( Job ID: )
About the Role:
Join our team as a Merchant Relation Specialist, where you'll be the key link between our company and our business partners. You'll manage the entire merchant lifecycle—from onboarding and integration to providing ongoing support—ensuring a seamless and positive experience. This is a perfect role for a proactive problem-solver who thrives in a fast-paced environment.
Key Responsibilities:
- Onboard New Partners: Guide merchants through the setup process, from KYC checks to system integration.
- Provide Daily Support: Resolve merchant inquiries and payment-related issues efficiently.
- Manage Payments: Execute and monitor cross-border payment transactions.
- Improve Processes: Help identify gaps and contribute to projects that enhance our systems and workflows.
- Ensure Compliance: Conduct account reviews and maintain accurate records and documentation.
Requirements:
- 1-2 years of experience in client service, operations, or onboarding.
- A proactive mindset and excellent problem-solving skills.
- Great communication skills and a service-oriented attitude.
- The ability to multitask and prioritize in a fast-paced environment.
- High attention to detail and proficiency in Microsoft Office.
- Familiarity with payment platforms or APIs will be an advantage
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference:
EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R
EA License No.: 07C5771
Tell employers what skills you haveAbility to Multitask
Onboarding
Merchant Acquiring
Microsoft Office
Merchant Services
Know Your Client - KYC
System Integration
Compliance
Attention to Detail
Communication Skills
KYC
Officer, Client Onboarding
Posted 6 days ago
Job Viewed
Job Description
**Shape your Career with Citi**
Citi's **Wealth** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer** **, Client Onboarding** based in Singapore. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
+ We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
**Responsibilities:**
+ Perform account opening support function for bank's eBrokerage product
+ Check and ensure completeness of customer account application documentation
+ Conduct checks on applications including including customer suitability, KYC, etc.
+ Customer service support for internal/external clients on account opening processes, application status and turnaround time
+ Liaise with custodian on processing of Market safekeeping Account Opening completion and status
+ Track and manage the account application process, ensure the processing is authorized within the stipulated service agreement
+ Track and follow up on application status, resolve and rectify missing documentations, etc.
+ Deals with most problems independently and has some latitude to resolve complex problems
+ Ensure processing is carried out accordingly in line with Risk/Control policies and procedures.
**Job Requirements**
+ Good written and verbal communication skills
+ Excellent interpersonal skills
+ Meticulous and good eye for detail
+ Good proficiency with Microsoft suite of applications
+ Ability to work under pressure and meet tight timeline
+ Willing to contribute and work as a team, including overtime or on weekends to support business activities/projects on a need to basis
**Qualifications:**
+ Relevant Diploma / Degree or equivalent experience
+ Ability to work under pressure and manage to deadlines
+ Ability to work in a fast-paced environment
+ Consistently demonstrates clear and concise written and verbal communication
+ Attention to detail and intermediate problem solving skills
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Operations - Transaction Services
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**Job Family:**
Transaction Capture Services
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Associate, Client Onboarding
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Job Title: Client Onboarding (6 months fixed term contract)
Corporate Title: Associate
Division: International Wealth Management
Location: Singapore
SFID: 11370
Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit .
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Role Description
The Client Onboarding will support the business in all aspects of business management including division policies and regulative requirements of International Wealth Management Division (IWM) regionally, and coordination of requirements with corporate functions like Risk & Credit Management, Operations, IT and Legal and Compliance.
Responsibilities
- Direct support to RMs on KYC requirements for the purpose of client onboarding and rolling review, at times meeting with prospects/clients where necessary.
- Ensure relevant Compliance, KYC, Due Diligence, AML are abided by RMs.
- Leads & handle day-to-day business support & act as point of escalation for issues handling & inquiries from RMs in relation to client onboarding or rolling review matters.
- Liaison between front sales and Compliance/CDD team for client onboarding and rolling review requirements.
- Develop good knowledge on products and regulations, interpret new regulations alongside with compliance and recommend relevant process changes.
- Maintains & updates to IWM internal policy/forms/checklist to ensure relevancy & communicates updates on new or improvement on workflows.
- Support daily operations of BM, ensure service quality and consistency across front office.
- Participate in initiatives including major system upgrades, new products & regulatory related projects.
- Interacts extensively with FCC, Legal, Compliance, Operations & Risk units where required.
Requirements
- Minimum Degree from an accredited University
- Minimum 5 years' experience in a client onboarding function within wealth management or private banking
- Experienced in the client on-boarding processes of wealth clients which includes KYC, due diligence, and AML
- Proven ability to communicate clearly and work effectively with internal and external stakeholders
- Meticulous and ability to multi-task
- Organised team player with good understanding of financial products and services
- Excellent interpersonal and communication skills
Nomura Competencies
Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
- Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
- Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
- Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
Client Onboarding Intern
Posted today
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Job Description
Company
uSMART Securities (Singapore) Pte Ltd
Designation
Client Onboarding Intern (Compliance Team)
Date Listed
29 Sep 2025
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Admin / Secretarial
Industry
Finance
Location Name
3 Phillip Street, Royal Group Building, Singapore
Address
3 Phillip St, Singapore
Map
Allowance / Remuneration
$800 - 1,000 monthly
Company Profile
uSMART Securities (Singapore) Pte Ltd is a financial services company offering securities trading and investment solutions. We use advanced technology to help clients manage and grow their investments. Join our team and be part of an innovative, customer-focused company.
Job Description
- Assist with new account opening applications
- Check and verify that all required documents are complete and accurate
- Enter customer information into the system correctly
- Flag any missing or incorrect information to the respective team
- Help with basic data checks and quality control
- Support general admin tasks like scanning, filing, and reporting
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.
Client Onboarding Officer
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Job Description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The Client Onboarding Officer is responsible for reviewing and assessing AML/KYC risk for Standard and Medium Risk client relationships booked in BJBS, and escalating higher risk accounts to Compliance, in accordance with internal policies and procedures.
YOUR CHALLENGEBusiness Management
- Review and approve the onboarding of new client relationships and accounts for Individuals, Domiciliary Companies, Legal Entities, Financial Institutions, Trusts, Fund, External Asset Managers, and e nsure compliance with the Bank's policies & procedures, MAS 626 Notice and Guidelines, and to mitigate risks (legal, regulatory and/or reputational) for the Bank
- Review and assess the adequacy of the Source of Wealth narrative and corroboration submitted by the Front for new to bank prospects and existing clients opening new accounts
- Review and assess the risk of opaque legal structures
- Address true matches for Sanctions and other AML/CFT risks identified during the Bank's Name Screening process at client onboarding
- Provide advice to Front employees on KYC/CDD- related matters
- Provide advice to the management and local risk committees on the AML/CFT risk of a client relationship
- Strong commitment to quality service and a desire to drive continuous process improvement initiatives
People Management
- Support Senior Management in ensuring client relationships onboarded comply with regulations and internal policies, thus actively manage operational, regulatory and reputational risks
Client Management (internal & external)
- Build strong relationships with key stakeholders such as the BJBS Front Office, Legal, Compliance and Risk Management teams
- Assess AML/KYC risk and approve or reject new account opening applications for Standard and Medium Risk client relationships in accordance with internal policies and procedures. Where applicable, escalate higher risk client relationships to Compliance for review
- Work closely with Head Office and overseas offices (particularly Hong Kong, Dubai, and Thailand) to provide input on account opening
Regulatory Responsibilities &/OR Risk Management
- Demonstrate appropriate values and behaviours, including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
- Ensure that KYC/CDD issues are adequately identified, assessed, and documented
- Where KYC/CDD measures cannot be completed, ensure that the client relationship is not established, and there is timely escalation to AML Controls where suspicious activity/conduct noted
- Ensure timely assistance and cooperation is rendered to MAS or law enforcements' request for information
RANK APPLICABLE TO THE POSITION
- AM/AD
SKILLS REQUIREMENTS OF THE POSITION
Professional and Technical
- At least 2 years' experience in either KYC Onboarding or AML, preferably in Private Banking
- A good degree of understanding of the Private Banking and Wealth Management industry
- Strong knowledge of MAS 626 Notice & Guidelines
- A good degree of understanding of the private banking or trust industry
- Experience in preparing reports and strong excel skills
Personal and Social
- Strong personality with good organisational skills
- Excellent communication skills
- Ability to effectively manage internal and external stakeholders
- Ability to prioritize and work on multiple assignments concurrently
- A strong sense of responsibility and impeccable integrity
- Strong analytical skills
- Excellent command of spoken and written English, other languages are an advantage
We are looking forward to receiving your full job application through our online application tool.
Client Onboarding Associate
Posted today
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Job Description
Support our sales team and ensure new clients have a smooth onboarding experience. Ideal for those who love helping others and organising processes.
Key Responsibilities
- Guide new clients through account setup.
- Coordinate with internal teams for onboarding tasks.
- Provide training or walkthroughs for product use.
- Collect feedback to improve onboarding.
What You Bring and Gain
- 1–3 years in admin, onboarding or customer support roles
- Excellent coordination, follow-through and service mindset
- Familiar with onboarding workflows, CRM tools or project tracking
- Patient, organised and solutions-focused
- Career track into Account Management, Customer Success or Implementation
Benefits
- Competitive base salary + attractive commission scheme
- Personalised training tracks and performance coaching
- Fast-tracked advancement for top performers
- A high-energy, supportive team culture
- Daily chances to help people make informed, life-improving choices
Job Types: Full-time, Permanent
Pay: $4, $6,000.00 per month
Benefits:
- Professional development
Work Location: In person
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Client Onboarding Executive
Posted today
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Job Description
Overview
We're seeking a detail-oriented Client Onboarding Executive to ensure new clients enjoy a seamless start with us. You'll be the first point of contact, guiding them through processes and setting the stage for long-term partnerships.
Responsibilities
- Manage client onboarding from start to finish
- Act as the main contact for new clients
- Coordinate with sales and marketing teams to streamline workflows
- Deliver onboarding sessions and materials
- Track milestones and gather feedback
Requirements
- Local Polytechnic Diploma/Degree in Business, Marketing or related
- Prior client servicing or sales support experience is a plus
- Strong communication and organisational skills
- Client-focused and able to juggle multiple tasks
What's in it for you?
- Training and mentorship
- Career growth across sales/marketing
- Supportive and collaborative team culture
Client Onboarding Specialist
Posted today
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Job Description
Responsibilities:
Act as the primary liaison for institutional and VIP clients across both the TradeFi and Web3 sectors, ensuring that all client inquiries and requests are addressed promptly and professionally.
Enhance and cultivate relationships with existing clients in the APAC and Middle East regions through regular communication, proactive outreach, and a deep understanding of their unique business needs and objectives.
Collaborate with internal teams to tailor solutions that meet client requirements and deliver exceptional service.
Support the Vice President in product development initiatives, including market research, product testing, and feedback gathering to drive continuous improvement.
Assist in the daily operations of the department, coordinating cross-functional efforts to enhance efficiency and ensure the successful execution of strategic projects.
Prepare and present reports on client interactions, market trends, and performance metrics to inform decision-making and strategy formulation.
Requirements:
In-depth product knowledge gained from prior experience in cryptocurrency or banking sectors, with the ability to articulate complex concepts clearly to clients and stakeholders.
Proven client management skills, including the capacity to establish and maintain robust relationships, conduct thorough client profiling, and implement personalized account management strategies.
Proficiency in English, both written and verbal, with strong analytical and communication skills to engage effectively with clients at all levels.
A solid educational background, preferably in business, finance, or a related field.
A genuine passion for the cryptocurrency industry, demonstrated by ongoing engagement with industry developments, trends, and best practices; relevant industry experience is strongly preferred.
- Ability to work collaboratively in a fast-paced environment, demonstrating adaptability and a proactive approach to problem-solving.
Client Onboarding Executive
Posted today
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Job Description
Overview
We're seeking a detail-oriented Client Onboarding Executive to ensure new clients enjoy a seamless start with us. You'll be the first point of contact, guiding them through processes and setting the stage for long-term partnerships.
Responsibilities
- Manage client onboarding from start to finish
- Act as the main contact for new clients
- Coordinate with sales and marketing teams to streamline workflows
- Deliver onboarding sessions and materials
- Track milestones and gather feedback
Requirements
- Local Polytechnic Diploma/Degree in Business, Marketing or related
- Prior client servicing or sales support experience is a plus
- Strong communication and organisational skills
- Client-focused and able to juggle multiple tasks
What's in it for you?
- Training and mentorship
- Career growth across sales/marketing
- Supportive and collaborative team culture
Job Types: Full-time, Permanent, Fresh graduate
Pay: $3, $4,000.00 per month
Benefits:
- Health insurance
- Professional development
Work Location: In person