Your new company A top-tier securities firm is looking for a Manager and Client Account Maintenance to join their Operations department.
Your new role
Set up new client profiles and execute all onboarding procedures required for account activation.
Ensure completeness and accuracy of client data in proprietary systems, adhering to internal policies and regulatory standards.
Manage client account updates, including changes to customer details, legal representatives, and authorised signatories.
Perform data entry, validation, and approval of account openings and updates in both core and downstream systems, including Standard Settlement Instructions (SSI).
Support the full client data lifecycle from sourcing and validation to classification and enrichment.
Operate and monitor data quality controls to ensure consistency, accuracy, and completeness across platforms.
Investigate and remediate data discrepancies or gaps to ensure readiness for downstream processes and compliance reporting.
Oversee the filing and archiving of client documentation, ensuring all records are complete.
Participate in system enhancement projects, including test case development, User Acceptance Testing (UAT), and system migrations.
What you'll need to succeed
Bachelor's Degree in Finance, Economics, Business Administration or related disciplines
Minimum 5 years of operations experience in bank or securities firm
Hands-on experience in Account Opening and Client Reference Data
Strong Microsoft Excel skills are a must (Python/VBA skills are advantageous).
Knowledge of KYC/AML processes is advantageous.
Perform other ad-hoc projects and assignments as required
Good command of spoken and written English and Chinese (Cantonese & Mandarin)
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Hailey Tai now @ 22307491. Alternatively, you can also send Hailey an updated CV to hailey.tai@hays.com.hk
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.