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


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


    • Job Details

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    Unlock Your Client Data Potential: Insight & Career Growth Guide


    Real-time Client Data Jobs Trends (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Client Data in Hong Kong, Hong Kong, highlighting market share and opportunities for professionals in Client Data roles.

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    Are You Looking for Client Data Manager M/F Job?

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Indosuez Wealth Management adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Hong Kong laws and regulations

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