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PB Business Management Support Officer

PB Business Management Support Officer

DBS Vickers Securities Pte Ltd
3-5 Years
  • Posted 15 hours ago
  • Be among the first 10 applicants

Job Description

Job Purpose:

Coordinating with Thai Team and Singaporean Team to ensure all process of account opening and KYC process are applicable to local SOP and SG procedure/Guideline:

  • Review and assist PB Thailand account opening process to ensure all documents are completed and ensure all the data inputs is accurate in the Avaloq system based on account opening form and others document.
  • Coordinate with relevant party to ensure PB Thailand account opening process is comply with workflow, SOP and procedure of local DBSVT and PB DBS Bank, Singapore.
  • Monitor and tracking the account opening status and turnaround time to ensure the turnaround time within service level.
  • Assistance the translation both Thai and English for TH Team and SG Team.

Key Accountabilities:

  • Check and review on all account opening forms and all required documents.
  • To ensure all documents are completed according to PB Group Guideline.
  • To control AOB and all related documents are the update version for account opening process.
  • Request client's CMCP profile and ensure that the profile is not duplicated.
  • Scan and upload all account opening related documents on ICOS.
  • Assist/recommend Thai Team on rework of Account boarding.
  • Monitor and tracking account opening and KYC process to update a status and ensure the accounts has been monitored. Therefore, the turnaround time need to be managed.
  • Assist both TH Team and SG Team for the translation of any matter is required on account opening and KYC onboarding/review process.
  • Be a call back independent party when it's required.
  • Courier all physical documents of account opening are required to PPS Onboarding SG.
  • Tracking the opening account status and inform FO Team including local BPS Team of DCA onboarding.

Qualification Required:

  • University degree or equivalent.
  • 3-5 years of banking / investment firm experience
  • Front-to-Back banking process knowledge.
  • Able to multi-task within a fast-paced and challenging environment
  • Excellent communication (verbal and written) and analytical skills to respond and process incoming.
  • Fluent in English and Thai.
  • Autonomy, drive, collaborative mindset, can do attitude, integrity and reliability.
  • Excellent interpersonal skills.

More Info

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Key Skills

Avaloq system

Front-to-Back banking process knowledge

Account opening process