Discover New Possibilities at Raffles Family Office
Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end. Headquartered in Hong Kong and Singapore, Raffles Family Office is also incorporated in Taipei, Shanghai, Beijing and Bangkok.
At RFO, we are people first – people who can think beyond labels. We are one dynamic and entrepreneurial team that values fun, respect and solidarity – just like a family. We are committed to fostering a workplace that nurtures a diverse yet inclusive corporate culture that supports professional growth. We believe that this will enable us to create true values and deliver better support for our clients.
Primary Responsibilities
- Manage the end-to-end client onboarding process across multiple custodian banks, ensuring a smooth and efficient experience
- Review account opening forms and KYC documentation to ensure completeness, accuracy, and compliance with internal and regulatory requirements prior to submission
- Coordinate closely with Relationship Managers and custodian banks to facilitate timely account setup
- Monitor and track the progress of account openings, proactively following up on outstanding items or pending documentation
- Conduct initial and periodic KYC reviews in accordance with the firm’s policies and custodian bank standards
- Maintain accurate and up-to-date client records, ensuring proper recordkeeping and data integrity in internal systems
- Support and participate in ad hoc projects or process improvement initiatives as assigned
Requirements
- Bachelor’s degree, with 3–4 years of experience in private banking, wealth management, or asset management
- Prior experience supporting ultra-high-net-worth (UHNW) clients will be an advantage
- Solid understanding of client documentation, KYC processes, and banking operations
- Strong interpersonal, communication, and organizational skills
- Exceptional attention to detail and ability to perform effectively in a fast-paced, multicultural environment
- Fluency in English, Mandarin, and Cantonese (both written and spoken) is required