Client Onboarding - Hong Kong, 香港 - APAC Michael Page

Client Onboarding Manager

2天前

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. · This role, based in Hong Kong, belongs to C ...

Client Onboarding Associate

1天前

Responsibilities · Work closely with Front Office on enhanced serviced towards all prospect clients · Receive and review duly accomplished Account Opening Form and other required supporting documents. · Conduct new account opening for document completeness, proper CDD/EDD and AML ...

Client Onboarding Clerk

3天前

Responsibilities · Be a team member of WMD Operations Department · Responsible for Private Bank Client onboarding activities, including but not limited to account opening, documentation review & client profile in accordance to internal guidelines & procedures · Responsible for P ...

Client Onboarding Specialist

6天前

Key responsibilities · Analyze new clients' profiles for potential legal and financial conflicts. · Collect and review documents to meet AML/KYC due diligence requirements. · Engage with customers to provide incomplete CDD information and documentation within service level. · En ...

Client Onboarding Associate

5天前

Responsibilities · Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and on-line messaging, internally to sales representatives and customer service representatives; · Research and resolve a wide variet ...

Client onboarding analyst

1周前

about the company · A well-known foreign bank is looking for a client on-boarding analyst. The ideal candidate will have at least 3 years of experience in corporate client on-boarding and have excellent communication and client servicing skills. · about the job · End-to-end on-b ...

Client Onboarding Manager/Legal Onboarding Manager, AVP

2天前

Who we are looking for · State Street's Global Markets group is looking to fill a Legal Onboarding/Service role. The candidate will assist the Regulatory Outreach project to drive compliance with the regulatory rules to govern for trading clients and counterparties. · Why this ro ...

Class II Officer, Onboarding KYC, Client Fulfillment

5天前

Class II Officer, Onboarding KYC, Client Fulfillment & Services · Posting Date: 27-May-2023 Location: Hong Kong (City Area), Hong Kong · Company: UOB Hong Kong About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 b ...

Client On boarding Analyst

2天前

Responsibilities:Single point contact for business units and clients for operational issues across onboarding cycle · Manage the end-to-end onboarding process for new clients. Collect and review client documentation, verify identities, and conduct due diligence checks · Conduct r ...

Assistant Client Service Manager

4天前

Business Risk Consultant with International Private Bank under Business Unit. Reporting to both business team and the risk team · Key Responsibilities:Client Services: Deliver outstanding client services by promptly addressing client inquiries and providing accurate information ...

Senior SME Sales

2天前

Job Opportunities: · Develop and execute sales strategy for SME loans and Receivables Financing to Small and Medium Enterprises (SME) · Managing end-to-end client onboarding i.e. client due diligence, KYC, facilitating onboarding documentation and loan documentation · Help devel ...

Account Manager

4天前

Responsibilities: · Maintain good client relationship and provide high quality account servicing to existing health insurance portfolio · Handle full renewal process for both individual and group clients · Answer client enquiries through different channels and provide appropriat ...

Multiple Client Mgt

4天前

Bluemont's global Banking / Finance clients frequently require professionals with skills & experience in the following areas. · Account Mgt, Customer Service, Sales, Business Development, KYC, AML, ACAMS, CDD, Client Onboarding, client Engagement · Registering with Bluemont · Reg ...

Multiple Starter Roles in Banking, Insurance

4天前

Bluemont frequently gets Starter (to HKD30K per month) roles from clients. These are general roles to get your start in a well-respected global institution. · These roles accept limited experience for candidates with the right attitude and desire to learn). · Skills - Client Onbo ...

ARM – Private Banking

1天前

Responsibilities: · To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation. · To cover client enquiries, clients' account transactions monitoring. · To cover a range of banking and investment transactions including but ...

FIX Onboarding Specialist

4天前

My Client is a leading Investment Bank in Hong Kong, and they are looking for a FIX onboarding specialist to join their dynamic team of 4. They are open to relatively junior candidate with the right skills. · Job description: · Lead Support Analyst will be part of the Global FIX ...

Treasury sales

4天前

Role: · Work closely with Corporate RMs to promote treasury products, including formulation and execution of sales strategies to drive the FX sales performance across corporate clients. · Strengthen client relationships by covering existing clients and onboarding new ones. · Gene ...

KYC Analyst

5天前

Our client is looking for a candidate with excellent English. · Your new company · Your new company is a top investment bank with businesses across the globe. · Your new role · Assist the Client Onboarding Team in the Private Wealth Management department · Perform KYC, conduct n ...

Fund Operation Officer

2天前

Responsibilities · Coordinate with internal and external counterparts, including fund administrators, brokers, custodians, auditors, and legal/compliance consultants. · Assist in handling fund operations tasks and daily issues, such as trade bookings and NAV reconciliation. · Sup ...

FIX Onboarding Specialist/Technical Support Engineer

2天前

Role: · Provide technical support for FO/MO/BO application systems including Fidessa, Tora, BBG · Handle client FIX onboarding management, project implementation and low latency OMS integration · Liaise with stakeholders/venodrs, perform business requirement analysis and solutio ...