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Wealth Management Onboarding Analyst

Salary undisclosed

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Job description:Job Description

Role Purpose

  • 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
͏

Do

Role Purpose

  • 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:

  • 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 levels
  • Adaptable to a dynamic and changing environment.
͏

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 levels
  • Adaptable to a dynamic and changing environment.
͏
Job description:Job Description

Role Purpose

  • 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
͏

Do

Role Purpose

  • 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:

  • 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 levels
  • Adaptable to a dynamic and changing environment.
͏

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 levels
  • Adaptable to a dynamic and changing environment.
͏