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
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.