Officer, Client Onboarding Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China 01289 Citicorp International Limited Full time
About the Role

Citicorp International Limited is seeking a highly skilled Officer, Client Onboarding Analyst to join our team in Hong Kong. As a key member of our Institutional Client Onboarding team, you will be responsible for ensuring seamless client onboarding experiences for our Private Bank clients.

Key Responsibilities
  • Responsible for Private Bank Client onboarding activities, including account opening, documentation review, and structure review.
  • Collaborate with multiple teams from different regions to facilitate account maintenance requests.
  • Conduct credit document reviews, including guarantees, charges, and ISDA documents.
  • Deliver high-quality results in a timely manner, ensuring effective governance of tasks and processes.
  • Engage with stakeholders, including Business, AML, Compliance, and Legal teams, to support client onboarding and account maintenance.
  • Work in partnership with Regional/Global teams to implement new policies and guidelines, developing consistent processes and best practices.
  • Embark on continuous on-the-job training and end-to-end product knowledge to stay up-to-date with industry developments.
Requirements
  • Relevant experience in Client Onboarding is preferred.
  • Proven ability to make effective and timely decisions.
  • Highly motivated, persistent, and able to work in a high-volume, time-sensitive environment.
  • Fast learner, strong attention to detail, and willingness to go the extra mile.
  • Capable of multitasking and eager to learn in a fast-changing and challenging environment.
  • Consistently able to anticipate and respond to customer/business needs.
  • Demonstrated ability to build and cultivate partnerships across business regions.
  • Good interpersonal and communication skills, with the ability to engage with people effectively and confidently across all levels.
  • Clear and concise written and verbal communication skills.
  • Able to work under pressure and open to working staggered hours, weekends, and public holidays.
  • Proficient in Microsoft Office applications and written/spoken English and Chinese.
About Citi

Citi is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace. If you are a person with a disability and need a reasonable accommodation to apply for a career opportunity, please review our disability accommodations page.



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