Job ref no.: CT3116513-01#2212

Client Onboarding Specialist

Credit Suisse

Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's shape the future of Credit Suisse together.
We Offer
  • Provide full assistance on account opening, Client ID, CRM, and Legal review as well as monitor the negotiation of relevant documentation.
  • Understand and communicate account structures to relevant stakeholders, liaise with Client (transition and sales personnel where appropriate) to obtain required information, and coordinate delivery of appropriate documentation to/from Client ID, CRM, or Legal as appropriate.
  • Proactively provide/obtain/coordinate advice from/to relevant CS stakeholders and/or Client, as needed to resolve potential or actual issues affecting the onboarding processes.
  • Drive and track, subject to pre-agreed parameters, the necessary prioritization review of the active portfolio of client onboarding requests.
  • Investigate and escalate potential breaches in account opening and other client initiation processes.
  • Assist implement the regulatory project objectives and priorities set by CS management.
  • Maintain accurate records in iCON and other relevant CS IT systems.
  • Lead by examples within the team
You Offer
  • 1 - 5 years of experience for degree / non-degree holder
  • Previous experience gained in a financial institution (corporate or investment banking), securities/trading house, international corporation, or law firm specialized in banking and /or finance
  • Familiarity with, derivatives trading and booking practices
  • Familiarity with investment banking and corporate finance products (such as M&A, IPO, Bond Issuances etc.)as well as derivatives and related master framework agreements
  • Familiarity with anti-money laundering regulations
  • Familiarity with MS Office
  • Acts to add value to the business
  • Makes timely informed decisions
  • Uses resources efficiently
  • Proactive, drives projects, processes to achieve goals and deliver results
  • Promotes timely flow of information
  • Excellent communication skills (verbal and written) in English and, ideally, Mandarin due to market/client coverage
  • Ability to handle many matters simultaneously
  • Strong problem solving skills with a creative problem-solving approach
  • A team player with attention to detail
  • Self-motivated and energetic
  • Able to work in and be part of a diverse environment

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More job information
Job ref no. CT3116513-01#2212
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 1 year - 5 years
Career Level
  • Non-management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree