Global Private Bank Data Expert

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time
Job Overview

Projob21 Ltd. is seeking a skilled Client Data and Documentation Specialist to join their North Asia team. As a top-ranking global private bank, we offer a unique opportunity for professionals to excel in client data accuracy and documentation management.

Job Responsibilities

The ideal candidate will be responsible for ensuring client data accuracy in accordance with HKMA requirements. This involves reviewing account opening documentation and maintaining accurate records. The successful individual will serve as a bridge between front office, business management, KYC, and compliance teams, providing expert advice and resolving any new or periodic client documentation related enquiries.

Key Skills and Qualifications

We are looking for a detail-oriented and positive team player with 4 years+ experience in account opening documentation and maintenance from an international private bank. Knowledge of Avaloq is highly advantageous, while understanding of HKMA and AML requirements is essential. Strong communication skills in English, Mandarin, and Cantonese are also required.

Additional Responsibilities

The selected candidate will work closely with portfolio managers and business partners to support daily operations, including trade matching/confirmation, investment operations/settlement, and resolving any trade discrepancies of multi-asset investment products. They will ensure timely and accurate transaction/operation processes by regulatory and corporate governance standards. As the deputy team leader, they will oversee daily in/out cash/cheque payment, liaising with internal/external counterparts across the region.

Estimated Salary: $120,000 - $180,000 per annum

This role offers a competitive salary, excellent benefits, and opportunities for career growth in a dynamic and innovative environment.

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