- Westernized and friendly working environment
- Stable and well-established platform
- Good exposures on all rounded account opening processes
Our Client
Representing our top tier European Private banking group with AUM over USD 450 billion and over 600 employees in Hong Kong North Asia Branch to search for Account Openings young talent for the Middle office Client Onboarding department.
Job Duties
- As the 1st line of gatekeepers on account documentation checking according to the regulatory and internal bank policies/standards
- Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding processes
- Participate any committee meetings or projects to cater for the new products/regulatory and streamlining related initiatives
- Participate in ad hoc internal projects
Requirements
- Degree holder with relevant 3 years of related name screening, background searching and documentation checking experience from international private bank, wealth management or international financial institutions
- With fundamental client onboarding and due diligence knowledge
- Good command of both written and verbal in English and Chinese
- Detail-minded and good team player
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements