Wealth Management Onboarding Analyst -
Your role
We're looking for someone 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 team(s).
Engage in process improvement project(s) to streamline & automate the document review and/or static update process
Your experience and skills
You have:
6 Months 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 levels
Adaptable to a dynamic and changing environment.
Mandarin Proficiency