Officer, Account Onboarding, Wealth Management Operations
2 weeks ago
DBS Bank (Hong Kong) Limited is seeking a skilled Officer, Account Onboarding, Wealth Management Operations to join our team. As a key member of our Group Technology and Operations department, you will play a crucial role in enabling and empowering the bank with an efficient, nimble, and resilient infrastructure.
Key Responsibilities
• Support Wealth account onboarding and daily processing
• Review the Account opening documentation and verify the system data input for Wealth account opening
• Review and update account profile per customer instruction with bank standard/guideline
• Deliver continuous process improvements, in view of the changing operating and regulatory environment
• Engage in system enhancement and development project
• Assist in Audit, regulatory review, FATCA and CRS reporting, etc
• Promptly respond and provide solution on RM/CS enquiries
• Ensure stipulated policy and procedure in place
Requirements
• University degree with minimum 1 year relevant experience within the Banking & Finance industry
• Excellent attention to detail
• Good analytical, problem-solving, and communication skills
• Good understanding of IT systems and operational banking processes
• Ability to improve processes, coordinate multiple tasks, and strong teamwork
• Good command of written and spoken English and Chinese. Proficiency in Putonghua an advantage
What We Offer
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
How to Apply
We regret only shortlisted candidates will be notified.
-
Client Onboarding Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full time**Job Summary**Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team in Hong Kong. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients, while maintaining the highest standards of compliance and risk management.**Key...
-
Client Onboarding Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeAbout the Role:Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients.Key Responsibilities:Manage the client onboarding process, including KYC/ CDD/ CRA reviews, to ensure compliance with...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob Summary We are seeking a highly motivated and detail-oriented Officer, Account Onboarding, Wealth Management Operations to join our team at DBS Bank (Hong Kong) Limited. Key Responsibilities: Support the onboarding of wealth accounts and ensure timely and accurate processing Review and verify account opening documentation and system data input Update...
-
Senior Client Onboarding Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob Summary:We are seeking a highly skilled and experienced professional to join our Client Middle Office team as a Client Onboarding Specialist. In this role, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key Responsibilities:Conduct thorough KYC reviews of new clients to ensure...
-
Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob Summary:We are seeking a skilled professional to join our team as a Client Onboarding Specialist in our Client Middle Office. As a key member of our team, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Conduct thorough KYC reviews of new private banking clients to ensure compliance with...
-
Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryPosition OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Client Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key ResponsibilitiesConduct thorough KYC reviews to ensure compliance with regulatory and...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob Title: Senior Associate/ Associate, Account Onboarding, Wealth Management OperationsDBS Bank (Hong Kong) Limited is seeking a highly skilled and experienced professional to join our team as a Senior Associate/ Associate, Account Onboarding, Wealth Management Operations. In this role, you will be responsible for supervising the client onboarding team,...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob Title: Senior Associate/ Associate, Account Onboarding, Wealth Management OperationsDBS Bank (Hong Kong) Limited is seeking a highly skilled and experienced Senior Associate/ Associate to join our Wealth Management Operations team. As a key member of our team, you will be responsible for supervising the client onboarding process, ensuring timely and...
-
Senior KYC Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Senior KYC Specialist. In this role, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesConduct thorough KYC reviews of new private banking clients to ensure compliance...
-
Hong Kong, Central and Western District, Hong Kong SAR China Balyasny Asset Management L.P. Full timeJob Summary:We are seeking a highly skilled and experienced Senior Associate to join our Front Office Onboarding and Integration team at Balyasny Asset Management L.P. As a key member of our team, you will be responsible for collaborating with senior leaders across multiple business units and operational leaders to scale the onboarding process.Key...
-
Hong Kong, Central and Western District, Hong Kong SAR China Balyasny Asset Management L.P. Full timeJob SummaryBalyasny Asset Management L.P. is a global, multi-strategy investment firm with over $21 billion in assets under management. We are seeking a highly skilled Senior Associate to join our Front Office Onboarding and Integration team.Key ResponsibilitiesCollaborate with senior leaders across multiple business units and operational leaders to scale...
-
APAC Graduate Programme in Wealth Management
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJoin BNP Paribas Wealth Management in Hong KongWe are seeking a talented and motivated individual to join our Wealth Management team in Hong Kong as an Investments Services Analyst. This is a unique opportunity to develop your skills and knowledge in investment products and services, and to contribute to the success of our business.About the RoleAs an...
-
Account Onboarding Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Account Onboarding Specialist to join our team at DBS Bank (Hong Kong) Limited. As an Account Onboarding Specialist, you will play a critical role in supporting the client onboarding team with daily processing, including account opening and static data maintenance.Key ResponsibilitiesSupport the...
-
Hong Kong, Central and Western District, Hong Kong SAR China Balyasny Asset Management L.P. Full timeJob Title: Senior Associate, Front Office Onboarding and IntegrationJob Summary:We are seeking a highly skilled Senior Associate to join our Front Office Onboarding and Integration team at Balyasny Asset Management L.P. As a key member of our team, you will be responsible for collaborating with senior leaders across multiple business units to scale the...
-
Wealth Management Team Lead
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe successful candidate will be responsible for leading a...
-
Trading Onboarding Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Millennium Management Full timeTrading Onboarding SpecialistMillennium Management is seeking a skilled Trading Onboarding Specialist to join our Human Resources team in Hong Kong. As a key member of our team, you will be responsible for supporting Front Office hiring in Asia, partnering closely with Business Development and Trading Management to ensure an outstanding pre-hire onboarding...
-
Trading Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Millennium Management Full timeTrading Onboarding SpecialistMillennium Management is seeking a skilled Trading Onboarding Specialist to support our Front Office hiring in Asia. As a key member of our Human Resources team, you will partner closely with Business Development and Trading Management to deliver an exceptional pre-hire onboarding experience for our Trading hires.Key...
-
Trading Onboarding Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Millennium Management Full time**About the Role**We are seeking a highly skilled Trading Onboarding Specialist to join our team at Millennium Management. As a key member of our Human Resources team in Hong Kong, you will play a critical role in supporting Front Office hiring in Asia.**Key Responsibilities**Partner with our Legal team to generate complex offer letters for Trading hires,...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementAs a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.Job...
-
Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Larson Maddox Full timeClient BackgroundLarson Maddox is a leading Private Bank seeking experienced KYC Talent to join the Onboarding team. In this role, you will be responsible for conducting comprehensive due diligence on high-net-worth clients, ensuring compliance with all relevant regulations and internal policies. You will work closely with the business to streamline the...