Job ref no.: CT3116513-01#8572

Analyst - Client Onboarding - Operations - Hong Kong

AMAC Human Resources Consultants

Negotiable Per Month

Analyst - Client Onboarding - Operations - Hong Kong

  • Prior work experience in the banking industry is highly desirable
  • Degree in finance or economics is preferred
  • Equity and Fixed Income derivative products knowledge is preferred
  • Knowledge in the industry regulations is preferred e.g. Dodd Frank EMIR and FATCA
  • Excellent communication skill in English or Cantonese and Mandarin
  • Flexibility and ability to work under high pressure
  • Multi-tasking skill in handling urgent and ad hoc requests
  • Time management with priority set
  • Detail oriented and strong awareness on cost and control
  • Outgoing personality with confidence when dealing with internal and external clients
  • A mindset of controls and a solid understanding of regulations and associated risks
  • Understanding of Compliance and Regulatory influences within the Client onboarding process

Job Duties:
  • The Client Onboarding ("COB") team is the central point of contact for both established and new clients account inquiries. When a business opportunity is established, the COB analyst will liaise directly with the client to ensure their account will be set up with complete functionality on the trading and other internal operational platforms Additionally, COB represents the client's interests to internal counterparts including but not limited to Credit Risk, Operations and Legal
  • For Sales coverage, COB ensures any client issues are promptly surfaced, escalated, and resolved in a timely manner so that the business with the client is not hindered or interrupted
  • In this position you will be required to have strong relationship management, organizational and communication skills in order to give a commercial impact on the process
  • The Client Onboarding team is also responsible for establishing and implementing procedures and controls related to account opening as well as identifying ways to streamline the process. The team constantly works to enhance current technology for effectively capturing and managing the information and reference data of clients
  • Responsible for the on-boarding process of clients of different organizational types and locations
  • Liaising with the client, providing support and guidance throughout the documentation completion process to ensure quality and completeness
  • Coordinate with Sales and business Chief Administration Officers to prioritize account requests and communicate with internal stakeholders 
  • Provide onboarding status update to Sales teams, Business Chief Administration Officers and Client
  • Advise clients and internal stakeholders on emerging issues troubleshoot problems and collaborate for solutions
  • Work closely with internal stakeholders including Sales Support Compliance, KYC Controls, Audit and Risk
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More job information
Job ref no. CT3116513-01#8572
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 0 year - 5 years
Career Level
  • Non-management level
  • Degree