KYC Analyst - Private Wealth Management (Investment Bank)

Our investment banking client is seeking for a highly motivated and detail oriented trainee to join their dynamic and fast-paced team. The successful candidate will deliver exceptional service to high-net-worth clients while developing a strong understanding of investment management process. Applicants must be able to speak fluent English and Mandarin with no more than 2 years of work experience. This is a 1-year trainee program with a possible extension or return offer subject to individual per

Tachyon Talent Solutions Limited - Hong Kong - Full time

Salary: Market Rate

Key Responsibilities:

  • provide client support by answering inquiries 
  • assist relationship managers in building and maintaining relationships with client as well as administrative matters such as scheduling meetings, preparing presentations and maintaining customer records
  • help with account openning and know customer documentation
  • execute customer orders on securities transactions
  • generate regular reports for management team to help identify trends and mitigate risks
  • work with product team

Key Skills:

  • bachelor degree from recognized universities
  • 0 - 2 years of financial services experience, candidates with good KYC knowledge or client servicing experience (internship with related experience will be considered)
  • fluency in English and Mandarin (Cantonese is optional)
  • completed HKSI Paper 1 (or willing to take HKSI Paper 1)
  • good work attitude and business acumen
  • good with numbers and analytical mindset
Apply
22601116

OTHER ASIAXPAT SITES:

Ad