Hiring For Wealth Management On boarding Analyst:-
We're looking for s o m e o n e like that to:
Perform onboarding processing including document review and account set-up. Ensure
adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness
of potential legislative and policy breaches and act to proactively prevent their occurrence.
- Provide support to internal clients through hotline/advisory support. Business partners
includes but not limited to within operations, Legal and Compliance, Business Risk
Management, Project teams).
Engage in process improvement projects) to streamline & automate the document review
and/or static update process
Your experience and skills
You have:
- 2-6 years of experience in Wealth Management Onboarding, Client Lifecycle Maintenance
or related Operations roles. Working knowledge of Hong Kong and/or Singapore regulatory
landscape favored.
Strong risk and control mindset with a structured and logical approach to analysis and
problem-solving.
- Experience in leading and/or implementing process changes & automation favored
You are:
- Client service oriented and enjoys working in a team.
- High motivation and positive can-do attitude.
- An effective & clear communicator who is comfortable in facing different stakeholders at
senior l e v e l s
- Adaptable to a dynamic and changing environment.