Private Banking Client Data Onboarding Specialist

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

Stable and well‑known platform All‑rounded COB/KYC involvement Friendly team with great exposures Our Client We are representing our strong global presence Banking clients in searching for seasoned and young talent in their Hong Kong KYC and Client Onboarding Team. Job Duties Carrying out the professional review and approval of KYC client profiles along...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

Company Overview This Leading Private Bank is looking for seasoned client onboarding talent to join their team due to business expansion. You will be joining a team of 7; a great working culture and great job stability are provided. Job Scope As the VP, Client Onboarding, your key responsibility will be to: Responsibilities Lead the end‑to‑end review of...

Job Description Business Function DBS’ Private Banking offers a one‑stop, full‑service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles...

Assistant Manager – Client Onboarding (Private Banking) Support frontline sales in account opening, CDD review and client onboarding tasks Engage new and existing private banking customers in the completion of Customer Due Diligence (CDD) profiles for account opening, periodic review and trigger review Assist to perform ongoing transaction monitoring as...

A corporate consultancy firm in Hong Kong is seeking an Assistant Manager for Client Onboarding in Private Banking. The role involves supporting frontline sales in account opening and Customer Due Diligence processes, engaging with private banking customers, and participating in system development projects. Ideal candidates should hold a degree in Business...

A leading private bank in Hong Kong is seeking an experienced KYC Specialist to provide expert advice on KYC matters and assist in the account onboarding process. The ideal candidate has a Bachelor's degree and at least 5 years of experience in KYC/AML, focusing on building strong relationships with stakeholders. This role offers a competitive salary and...

A leading private bank in Hong Kong is seeking a highly skilled FCC Compliance Specialist. This role involves managing regulatory obligations and ensuring strict compliance with KYC documentation. Candidates should have 3-5 years of experience in client onboarding, strong AML/KYC knowledge, and excellent analytical skills. Join a dynamic team that values...

Overview DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s...