IPB Sales and Onboarding Support Expert

Citibank is committed to providing exceptional client experiences through our comprehensive range of consumer banking services, including Citi Priority, Citigold, and Citigold Private Client. We are seeking a skilled professional to join our team as Officer, IPB Sales and Onboarding Support, based in Hong Kong.We offer a supportive work environment that...

About the Role:    We are seeking a skilled Service Sales Expert to join our team at Otis. In this role, you will be responsible for defending our existing portfolio and maintaining good customer relationships through regular customer visits.    Key Responsibilities:Defend existing portfolio and maintain good customer relationships through regular...

About the RoleWe are seeking a highly skilled Senior Client Onboarding Specialist to join our Global Mandate Services team in Hong Kong or Singapore.The successful candidate will be responsible for delivering high-quality client onboarding services, ensuring seamless implementation and servicing of institutional clients across the APAC region.With a focus on...

About the RoleCitibank is seeking a highly skilled professional to join our team as Officer, IPB Sales and Onboarding Support - Hybrid based in Hong Kong. As a key member of our team, you will be responsible for delivering high-quality client reporting and regulatory deliverables.Key ResponsibilitiesPerform business analysis and documentation of current and...

Citi is a global bank that offers a range of banking services to individuals and businesses. We are committed to helping our clients achieve their financial goals, and we believe in creating opportunities for our employees to grow and develop their skills.Our Operations Support Team plays a critical role in ensuring the smooth operation of our client...

At Citi, we connect millions of people across hundreds of cities and countries every day. We've been doing it for more than 200 years through our unparalleled global network. Our financial services and products help clients meet their biggest opportunities and face the world's toughest challenges.Citi Global Wealth (CGW) brings together the full power of...

About UsPalo Alto Networks is a global leader in cybersecurity, dedicated to protecting our digital way of life.We are seeking an experienced Cybersecurity Sales Expert to join our team. As a key member of our sales organization, you will be responsible for driving revenue growth and expanding our customer base.Your CareerThis role offers the opportunity to...

Job SummaryWe are seeking a highly organized and detail-oriented Client Onboarding Specialist to join our London Client Onboarding team, based in Jefferies Hong Kong offices. The successful candidate will support the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.Key ResponsibilitiesThe Client...

RoleAs a key member of the Jefferies Hong Kong team, the Client Onboarding Specialist will support the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.The role involves liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance, and Static Data.Key ResponsibilitiesThe...

At Citi, we're committed to delivering exceptional client experiences through our unparalleled global network. As a Client Onboarding Specialist, you'll play a critical role in ensuring a seamless onboarding and account opening process for our clients.Key Responsibilities:- Ensure timely and accurate completion of client risk profiles and relationship...

About the RoleWe are seeking a seasoned professional to lead our Onboarding Journey Development team at Thakral One. The successful candidate will be responsible for enhancing our onboarding experiences across various channels, with a focus on improving straight-through processing (STP) rates and reducing turnaround times.ResponsibilitiesCollaborate with...

About the RoleWe are seeking a highly skilled Onboarding Journey Development Specialist to join our team at Thakral One.Key ResponsibilitiesImprove onboarding journeys across channels and enhance straight-through processing (STP) rates and reduce turn-around time (TAT).Collaborate with sales, credit, underwriting, and market teams to manage daily process...

Key Responsibilities:Client Outreach and EngagementTracking Client Responses and UpdatesMaintaining Accurate Records and SystemsLiaising with Internal Departments for Smooth OnboardingProducing Regular Status ReportsCandidate Specification:Proficiency in English, Mandarin, and Cantonese; Korean and Japanese a PlusMinimum 5 Years of Experience in KYC or...

Job OverviewAs a Sales and Service Expert at COS, you will be the friendly face that greets our customers and embodies the heart of our brand.

Job SummaryWe are seeking a skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...

We are seeking a highly skilled Sales Representative to join our team at Third Bridge (Hong Kong) Limited. This role will involve driving revenue growth by executing end-to-end sales cycles for smaller potential clients, from lead generation to closing new business deals.Key ResponsibilitiesDemonstrate the value proposition of Third Bridge's primary research...

Company OverviewSun Life is a leading insurance company dedicated to providing innovative solutions for its clients.SalaryWe offer an attractive salary of $120,000 per annum, commensurate with experience.Job DescriptionThe Director, Training Development will be responsible for formulating overall sales training strategies for the bancassurance channel in...

Job SummaryWe are seeking a highly motivated and detail-oriented Account Onboarding Specialist to join our team at DBS Bank (Hong Kong) Limited. As a key member of our Group Technology and Operations team, you will play a crucial role in supporting the client onboarding process, ensuring seamless account opening and maintenance.Key ResponsibilitiesSupport...

Citi's Private Bank is seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our team in Hong Kong. As a key member of our client onboarding team, you will be responsible for ensuring seamless client onboarding experiences, from account opening to documentation review and implementation of new processes. Key...

Role OverviewAs an Account Onboarding Specialist at DBS Bank (Hong Kong) Limited, you will play a key role in supporting the client onboarding team on daily processing, including account opening and static data maintenance. Your attention to detail and analytical skills will be essential in reviewing client documents and updating system information...