Analyst, Client Services
3 days ago
We are currently seeking a high calibre professional to join our team as an Analyst, Client Services. In this role you will: Lead and complete client instructions of account opening and services appropriately and within Service Level Agreement Validate and complete the data capture in system for all client service requests accurately and within Service Level Agreement Provide support to manager to ensure the day-end process completed on time Assist supervisor/manager to ensure the CRS/FATCA renewal completed on time with good quality Handle business partners' inquiries promptly within reasonable time Report exception and irregularities promptly for management awareness Participate in business initiatives/projects to provide user requirements, conduct user acceptance test and provide internal training to the team Coach and provide guidance to junior staff in the team Produce Management Information reports as required Maintain effective communication with stakeholders To be sucessful you will need: Bachelor degree in business, finance , related field 3-5 years' experience in banking or relevant area Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential Understanding of banking operations and client services in the banking industry Ability to work with a wide range of stakeholders, including senior executives Good written and communication skills in Cantonese and English Self-motivated and able to work independently Technology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage Opening up a world of opportunity www.hsbc.com/careers HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited. https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-
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Client Onboarding
6 days ago
hong kong, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeA leading investment bank is looking for a Client Services/Onboarding Analyst in Hong Kong. In this role, you will manage client onboarding processes, ensuring timely and accurate completion of documentation while serving as the primary contact for clients. The ideal candidate will have at least 1 year of experience in financial services, a relevant degree,...
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Corporate Banking Analyst
6 days ago
Hong Kong Island, Hong Kong SAR China DBS Full timeA leading financial institution in Hong Kong is seeking an Analyst/Associate for Client Services in Corporate Banking. The ideal candidate will have a Bachelor’s degree and over 4 years of relevant experience, capable of providing exceptional client support and ensuring compliance with regulatory requirements. Responsibilities include daily client...
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Corporate Banking Analyst
4 days ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeA leading financial institution in Hong Kong is seeking an Analyst/Associate for Client Services in Corporate Banking. The role involves daily client servicing including deposits and fund transfers, with emphasis on compliance and customer record maintenance. Candidates should have a Bachelor's degree in Business, Economics, or Finance, with at least 4 years...
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Client Service Operations Analyst
1 week ago
hong kong, Hong Kong SAR China Finsight Group Inc (FINSIGHT) Full timeHOW TO APPLY Click the "Apply" button above or follow this link to review and respond to our questionnaire: ABOUT FINSIGHT FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of...
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Client Services/Onboarding Analyst
6 days ago
hong kong, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeInvestment Banking Client facing exposure About Our Client Our client is an Investment Bank with global presence. Currently, they are looking for a Client Services/Onboarding Analyst to join their team. Job Description Work closely with Sales to prioritize client onboarding requests Manage end-to-end documentation and account opening processes, ensuring...
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Korean-Speaking Fund Operations
6 days ago
Hong Kong Island, Hong Kong SAR China JPMorganChase Full timeA global financial services leader in Hong Kong is seeking a Client Servicing Analyst/Associate (Korean Speaking) for their Fund Operations team. The role requires managing day-to-day client service, producing IFRS compliant reports, and collaborating with various stakeholders. The ideal candidate should possess a Bachelor's Degree in Finance or Accounting...
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Client Services Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Impala Services Ltd. Full timeWe are looking for : a detail-oriented Client Services Manager to lead financial publishing projects for listed companies — Annual Reports, IPO Prospectuses, and ESG disclosures — from briefing to final delivery. This is not a junior coordination role focused on passing emails around. You will be the bridge between the client, auditors, designers, and...
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Hong Kong Island, Hong Kong SAR China Michael Page International (HK) Ltd Full timeSenior Client Solutions Analyst/ Client Solutions Analyst Engage with enterprise clients to understand business needs and translate them into system requirements Collaborate with offshore development teams to deliver tailored solutions Support and enhance procurement and vendor management platforms Lead testing activities and ensure smooth deployment and...
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Officer, Client Servicing
4 days ago
Hong Kong Island, Hong Kong SAR China Quality HealthCare Medical Services Ltd Full timeJob Description Handle enquiries and follow up requests from designated clients Work closely with Manager to deliver quality service and sales support to clients Follow up with other Departments to gather data for utilization report Set up/update Online Sign Up/Sign Off Lists Own the Contract Renewal Report of the team with status update Assist in the...
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KYC & Client Onboarding Data Analyst
1 week ago
Hong Kong Island, Hong Kong SAR China Shenwan Hongyuan Securities (H.K.) Limited Full timeA leading financial services firm in Hong Kong is seeking an Analyst for Client Onboarding and Data Management. This role is responsible for conducting AML and KYC due diligence, ensuring client information is complete and compliant with regulatory requirements. Candidates should have at least 2 years of experience in KYC or Client Data Management within the...