Executive, Client Onboarding

Phillip Securities

Full-time Information and Record Clerks
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Location
Singapore, Singapore, Singapore
Posted
June 15, 2026

Job Description

Executive, Client Onboarding

Role Overview:


We are seeking a proactive and detail-oriented Client Onboarding Executive to join our team. This role is critical in ensuring seamless onboarding, account maintenance, and regulatory compliance for our clients. The ideal candidate is organized, analytical, and able to thrive in a fast-paced environment.


Responsibilities:


Onboarding & Account Maintenance

  • Manage end-to-end onboarding of new clients, including the thorough review of KYC documentation in accordance with internal policies and regulatory standards.

  • Liaise with internal stakeholders and business units to address outstanding documentation or due diligence requirements.

  • Conduct customer screening using internal and third-party tools to assess risk and ensure compliance.

  • Escalate high-risk clients to senior management for further review and approval.

  • Handl...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      June 15, 2026
    • Application Deadline
      July 25, 2026