High-Level Client Onboarding Specialist
1 month ago
At 01289 Citicorp International Limited, we offer a unique opportunity for a highly motivated and detail-oriented individual to join our team as an Officer, Client Onboarding Intermediate Analyst - Hybrid based in Hong Kong. This role involves working closely with our clients and internal stakeholders to ensure seamless onboarding experiences.
Key Responsibilities- Responsible for Private Bank Client onboarding activities, including account opening, documentation review, and approval of KYC profiles in accordance with internal guidelines and procedures.
- Ensure the accuracy and completeness of client information, adhering to regulatory requirements and company policies.
- Collaborate with various teams to facilitate Private Bank Client's Structure Review and other Account Maintenance requests.
- Conduct thorough credit document reviews, including Guarantee, Charge, ISDA, or relevant Credit documents.
- Engage with stakeholders to support client onboarding, including implementation of new processes and provision of guidance and subject matter expertise as required.
- Strong analytical and problem-solving skills, with the ability to work in a high-volume, time-sensitive environment.
- Excellent communication and interpersonal skills, with the ability to engage with clients and internal stakeholders effectively.
- Proficient in Microsoft Office applications and written/spoken English and Cantonese.
- Able to work independently and as part of a team, with a strong attention to detail and ability to multitask.
We are a global financial institution dedicated to providing innovative solutions to our clients. Our team is passionate about delivering exceptional service and making a positive impact in the communities we serve. If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, we encourage you to apply.
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