Client On boarding Analyst (Client servicing driven)

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 risk assessments and evaluate their investment objectives, risk appetite, and financial standing Understand client needs and objectives, and provide timely and accurate responses to client inquiries and requests Proactively

Morgan McKinley - Hong Kong - Full time

Salary: Competitive

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 risk assessments and evaluate their investment objectives, risk appetite, and financial standing
  • Understand client needs and objectives, and provide timely and accurate responses to client inquiries and requests
  • Proactively identify opportunities to enhance client satisfaction, cross-sell products or services
  • Stay updated with industry trends, market developments
  • Work with IT to develop, test and rollout new technology requirements
Requirements:
  • Bachelor's degree in finance, business, economics, or a related field
  • 3-5 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Knowledge of Listed Derivatives or OTC Clearing preferred
  • Proven experience in client servicing and client onboarding
  • Strong knowledge of financial products, investment strategies, and market trends
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Ability to work in a fast-paced environment.
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