Your new company This role will be an integral part of a collaborative private banking team, working closely with Client Advisors, Client Account Managers, Compliance, and Operations. You will play a key role in maintaining accurate client profiles, supporting high standards of client servicing, and facilitating smooth and timely periodic KYC reviews in line with regulatory requirements.
Your new role - Support Client Advisors in managing complex private banking client portfolios
- Handle new account onboarding and support periodic KYC reviews in line with regulatory requirements
- Maintain accurate, complete, and up-to-date client documentation
- Assist with credit and structured lending matters, including supporting credit analysis and related processes
- Ensure all administrative and client-related arrangements are completed efficiently and on time
- Prepare detailed and complex Excel worksheets for reporting and analysis
- Work closely with internal stakeholders across Compliance, Operations, and other teams
- Adhere to internal policies, regulatory standards, and risk management requirements
What you'll need to succeed - 3-5 years of experience within private banking, wealth management, or a related financial services environment
- Hands-on exposure to client onboarding, KYC reviews, and client documentation processes
- Solid understanding of regulatory, compliance, and risk control frameworks
- Experience supporting credit or lending-related activities, including basic credit analysis
- Strong attention to detail with the ability to manage multiple priorities effectively
- Advanced or strong working knowledge of Excel, including complex worksheets
- Languages: Native Cantonese; fluent in English and Mandarin
- Eligible to work in Hong Kong.
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 us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.