Data Management Professional, Global Private Bank

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time
Job Title: Client Static Data Management Associate, Global Private Bank

Job Summary:
We are seeking a highly detail-oriented Client Static Data Management Associate to join our North Asia team. The successful candidate will be accountable for client data accuracy in accordance with HKMA requirements.

Key Responsibilities:
  • Review and maintain account opening documentation to ensure accuracy and compliance with regulations.
  • Serve as a bridge between front office, business management, KYC, and compliance teams to facilitate effective communication and data exchange.
  • Advise and resolve client documentation-related enquiries, providing timely and accurate support to clients and internal stakeholders.
  • Support regional ad-hoc projects and automation initiatives to improve operational efficiency and data management processes.

Requirements:
  • 4+ years of experience in account opening documentation and maintenance, preferably in an international private bank.
  • Strong knowledge of Avaloq and HKMA/AML regulations.
  • Excellent communication skills in English, Mandarin, and Cantonese.

Working Conditions: The selected candidate will work closely with portfolio managers and business partners to support daily operations, including trade matching, investment operations, and settlement. The role requires strong interpersonal skills to liaise with internal and external counterparts across the region.

Additional Responsibilities:
  • Process cash/cheque payments and remittances, ensuring timely and accurate execution.
  • Act as the SME to promote operational efficiency and facilitate the transformation of trading systems.
  • Drive periodic procedural reviews and system automation to support regulatory and new product changes.


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