Client Lifecycle Expert

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

About the Department

The Client Lifecycle Intelligence and Digital (CLD) department is responsible for managing client relationships across Global Banking and Investor Solutions (GBIS). As part of the GBIS COO Service Unit, the CLD department oversees the client experience across GBIS activities.

The GBS Cross Border Client Management Group is globally in charge of the client experience across GBIS activities. Key responsibilities include KYC due diligence, management of client reference & regulatory data, and project management.

We are looking for a talented individual to join our team as a Client Lifecycle Expert. In this role, you will be responsible for managing client onboarding processes, ensuring timely completion of all necessary documentation, and maintaining accurate records.

You will also provide guidance and support to clients throughout the onboarding process and collaborate with internal stakeholders to ensure smooth onboarding operations.

Key Responsibilities:

  • Manage client onboarding processes from start to finish
  • Ensure timely completion of all necessary documentation
  • Maintain accurate records of client information
  • Provide guidance and support to clients throughout the onboarding process
  • Collaborate with internal stakeholders to ensure smooth onboarding operations

Requirements

  • Graduate degree in business or related field
  • Excellent client-facing skills
  • Ability to work independently with minimal supervision
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a fast-paced environment


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