Business Unit: BDO Private Bank, Inc.

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 ...