Account Services Manager (Onboarding)

Job Purpose:

The Account Relationship Manager is responsible for managing the end-to-end client onboarding process, serving as the primary liaison between Singapore Gulf Bank (SGB) and its clients during account initiation and documentation stages. The incumbent ensures that all onboarding activities are executed efficiently, accurately, and in full compliance with the Bank’s internal policies and regulatory standards, while maintaining a professional and client-focused relationship throughout the process.

Key Responsibilities:

Client Onboarding & Relationship Management

• Act as the main point of contact for clients throughout the onboarding process, ensuring clear communication and timely completion of all requirements.

• Coordinate and manage the exchange of onboarding documentation, ensuring completeness, accuracy, and compliance with SGB’s KYC and due diligence procedures.

• Conduct client initiation meetings or calls to outline onboarding steps, timelines, and required documentation.

• Maintain continuous follow-up with clients and internal teams to ensure a seamless onboarding experience within the established SLAs.

• Uphold the Bank’s commitment to service excellence by providing professional support and fostering long-term client relationships.

Documentation & Data Management

• Upload, organize, and maintain all client documentation in designated Google Drive folders, ensuring proper record-keeping, confidentiality, and version control.

• Verify that all documentation complies with internal governance and regulatory requirements prior to account activation.

• Support periodic reviews and audits of onboarding files to ensure data integrity and compliance.

Internal Workflow & Coordination

• Ensure that onboarding tasks are completed in accordance with the Bank’s internal workflows, escalation procedures, and service timelines.

• Liaise with cross-functional teams including Compliance, Operations, and Business Development to expedite client onboarding without compromising accuracy or control.

• Maintain an updated onboarding tracker reflecting client status, pending actions, and completion progress in alignment with SLA requirements.

Reporting & Continuous Improvement

• Prepare weekly and monthly onboarding reports summarizing client progress, key challenges, and performance metrics.

• Identify areas for process enhancement to improve operational efficiency and client satisfaction.

• Support management initiatives aimed at strengthening SGB’s client onboarding framework and service standards.

Requirements:

• Bachelor’s degree in Business Administration, Finance, or a related discipline.

• Minimum 3–5 years of experience in client onboarding, relationship management, or account servicing within a banking or financial institution.

• Strong knowledge of banking operations, KYC/AML procedures, and client documentation standards.

• Excellent interpersonal and communication skills, with the ability to interact effectively across departments and with external clients.

• High proficiency in English (written and verbal) and competent in using Google Workspace and workflow management tools.

• Demonstrated ability to manage multiple onboarding cases with attention to accuracy, timeliness, and confidentiality.

• Prior experience in digital banking, fintech, or international client servicing will be considered an advantage.