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Executive, Client Onboarding

Phillip Securities

Singapore, Singapore, Singapore Full-time June 10, 2026
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Vacancy 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...

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    Vacancy Details

    Location Singapore, Singapore
    Country Singapore
    Type Full-time
    Category Information and Record Clerks
    Posted June 10, 2026

    About Phillip Securities

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    Phillip Securities

    Singapore, Singapore

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