MICHAEL PAGE

KYC / Client Onboarding Analyst - Top US Private Bank

Our client is a top American Investment/ Private Bank and they are currently looking for a KYC/ Client Onboarding Analyst to join their client onboarding team to handle client onboarding and client interaction for Asia Pacific high net worth clients. The candidate should have 3-5 years of working experience in client onboarding and client relationship for PB clients with international banking industry.

客户简介

Our client is the one of the largest American Investment/ Private banks, headquartered in New York City. They are now looking for a KYC/ Client Onboarding Analyst/ Associate to join their client onboarding team to handle client onboarding and client interaction for Asia Pacific high net worth clients. The team is responsible for client onboarding function for Asia Pacific clients. They handle client interactions, BU interactions, Project Management for new client onboarding requests and ensuring all other stakeholders involved during client onboarding cycle are informed.

工作内容

  • Responsible for high priority client onboarding, client interactions, business unit interactions, project management for new client onboarding requests for Asia Pacific clients
  • Acts as single point contact for business units and clients for operational issues across onboarding cycle
  • Liaise with clients for requirements gathering, onboarding documentations and agreement negotiation, develop and enhance client relationships, by providing exceptional levels of client service
  • Partner with other onboarding teams to identify key issues, trends and efficiency opportunities that can be addressed with clients/BUs with the goal of enhancing entire onboarding process
  • Work with global counterparts and contribute to global initiatives or discussion relating to client projects or change initiatives
  • Look for client / business operational efficiencies and commercial opportunities
  • Work with IT to develop, test and rollout new reporting / technology requirements


理想的求职者

  • Bachelor's Degree in Business Administration, Economics, Finance or relevant discipline from overseas university
  • 3-5 years of working experience in client onboarding, client relationship, KYC/ CDD, AML within banking industry. Exposure in APAC/ international clients preferred
  • Strong knowledge of Listed Derivatives or OTC Clearing preferred
  • Strong interpersonal and relationship skills, listening and project management skills
  • Strong communication skills in written and verbal English skills
  • Strong team player and able to work under pressure and achieve results


福利待遇

  • International and dynamic working environment
  • Competitive remuneration and benefit packages
  • Challenging and rewarding role
  • Medical benefits
  • 15 days AL


To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Esther Liu on +852 3602 2485.

Additional Information

Work Experience

3 Years

Job Reference No.

JN -052024-6417450_77381

Education

Bachelor Degree

Benefits

Medical plan

Job Level

Middle

Language

English

Published On

29 May