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Urgent! Client Data Manager M/F Job Opening In Hong Kong, Hong Kong – Now Hiring Indosuez Wealth Management

Client Data Manager M/F



Job description

Job summary

Key Responsibilities:

  • Review clients’ account opening documentation and check the validity on relevant forms to ensure compliance with applicable local regulatory requirements and internal policies and procedures of the bank.
  • Conduct CDD review on existing clients through periodic review
  • Perform creation/ deletion/ modification of client static records, and maintain such records are up-to-date and relevant.
  • Advise relationship managers on offshore company/ trust accounts documentation requirement.
  • Manage client onboarding operations and check completeness and accuracy of clients’ data in the Core Banking system
  • Perform various control maintenance function for customer account (covering close, block account and etc)
  •  Liaise with relationship managers to resolve account documentation issues.
  • Perform review and tagging of clients with Professional Investor and Private Banking Client Status in the Core Banking System
  • Conduct ad hoc projects related to documentation and UAT testing
  • Assist Head of Client Data to prepare reporting tasks of the department
  • Assist different department to order company search
  • Perform document scanning
  • Provide backup/ support to Client Middle Office team

  • Position location

    Geographical area

    Asia, Hong Kong

    City

    29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong

    Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

    University graduates


    Level of minimal experience

    3-5 years

    Experience

  • Relevant experience in private bank preferable
  • Familiar with client onboarding operations

  • Required skills

  • Strong communications skills, both verbal and written
  • Independent, self-motivated with ability to adapt and be flexible in a team environment
  • Excellent time management and organization skills
  • Independent, self-motivated and ability to adapt to a team environment

  • Languages

    English and Chinese


    Required Skill Profession

    Computer Occupations



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      Unlock Your Client Data Potential: Insight & Career Growth Guide


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