Client Onboarding 1-2 Yrs
3 weeks ago
Must to have skills
Client Onboarding, KYC, Account opening, Middle Office
WFO/Hybrid
Hybrid
Laptop (Yes/No for WFH)
Yes
. Good to have skills
Experience of client onboarding process preferred
OVERVIEW OF THE DEPARTMENT
The International Wealth Management Asia Operations Client Onboarding team is responsible
for supporting Private Wealth Management (PWM) business unit in Hong Kong, Singapore and
Australia.
The Client Onboarding team within Asia Wealth Management (AWM) Operations is primarily
responsible for Account Opening, Account Maintenance and Account Closure of PWM clients.
KEY RESPONSIBILITIES
The team has diverse responsibilities, including but not limited to:
· Processing of PWM Account opening documentation in Asia region received from PWM
Sales teams
· Liaise closely with PWM Branch admins for approvals of client documents and ensure
paperwork is complete before processing the documents in relevant systems
· Review completed and approved documents and enter into various systems/applications
used for client on-boarding /set up
· Work with PWM Business approvers to ensure Account Opening requests are processed
in a timely manner
· Processing of Account Maintenance requests (address changes and any other referential
data) received from clients into relevant systems
· Processing of Account Closure requests received after performing appropriate checks
and balances
· Escalate any risk issues to management
DESIRED QUALIFICATIONS/EXPERIENCE
The ideal candidate will be/have:
· Strong investigative, analytical and problem solving skills
· Experience of client onboarding process preferred, but not a must
· Strong attention to detail and be highly deadline oriented
· Ability to handle volumes with accuracy
· Providing value-added client service to the business
· A proactive nature, challenging and questioning processes, seeking innovative solutions to
improve efficiency and mitigate risk
· Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk · Excellent teamwork skills, outgoing and motivated · Effective organizational skills · Self-motivated with an ability to work consistently and efficiently under pressure · High degree of computer literacy, including knowledge of Windows-based applications such as Word and Excel
REQUIRED COMPETENCIES
The ideal candidate will be able to demonstrate the below skills:
· Strong verbal and written communication skills.
· A proven track record of delivering exceptional internal client service.
· An understanding of risk management and escalation.
· High levels of accuracy and numeracy.
· The utilization of analytical and investigative skills to a successful conclusion.
· Proactive & flexible team player
· The ability to establish and build effective working relationships with local and global
colleagues.
· Continually seeking opportunities for improvement and delivering innovative solutions.
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