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

Internal Workflow & Coordination

Reporting & Continuous Improvement

Requirements :

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