ACCOUNT DOCUMENTATION ANALYST (6 MONTHS CONTRACT)
A leading financial institution is seeking for account documentation analyst to assist their private wealth management team.
Responsibilities:
• support account opening, maintenance and closure process
• review account documentation to ensure completeness
• conduct KYC due diligence searches and periodic review
• liaise and Relationship Centre, Legal & Compliance and other supporting units in resolving documentation related issues
• create and update customer master records
• prepare monthly reports
• participate in system and ad-hoc projects
Skills:
• degree holder with at least two years related experiences from PWM
• fluent in both English and Chinese, Mandarin is preferred
• detail-oriented with strong organisational skills
• familiar with regulatory requirements, both HKMA & MAS
• good PC skills
If you would like to apply for this role or find out more, please apply online or contact Carmen Chin at Robert Walters on (852) 2103 5300 or carmen.chin@robertwalters.com.hk quoting the Job Reference CXC/355910.