1 年前發布

Client Onboarding Specialist - Hong Kong

Hays

職位描述

*Job Title:* Client Onboarding KYC Review Specialist

*Role Summary:*
The role involves timely review of account opening cases across various risk levels, ensuring compliance with KYC, AML, FATCA, CRS regulations, and other regulatory requirements. Responsibilities include providing approvals for low to medium risk cases, preparing risk assessments for high-risk cases, and acting as a liaison between Front Office, Financial Crime Compliance, and Specialist Desks.

*Team and Scope:*
Part of the Wealth Management Market in Hong Kong, working within the Front Support Office’s Onboarding & KYC Competence Center. The role entails conducting AML KYC/CDD on WM clients, liaising with stakeholders, and ensuring account compliance throughout the business relationship.

*Experience and Skills:*

  • 2 to 3 years of Wealth Management Onboarding KYC Review experience.
  • Proven client service experience, with strong communication, organization, and follow-up skills.
  • Broad understanding of KYC/AML, risk awareness, and problem-solving abilities.
  • Self-starter, team player, fluent in English and Chinese, able to manage stakeholder expectations and work under pressure.

其他細節

職位空缺來源
eFinancialCareers
參考編號
20507585
發布日期
2024年04月12日
關鍵詞
Private Banking & Wealth Management, Client Relations, Investment Banking/M&A, Research & Business Analysis, Retail Banking, Business Banking
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