• Competitive
  • Hong Kong
  • CDI, Plein-temps
  • Citi
  • 20 sept. 17

Client Onboarding Analyst

Client Onboarding Analyst

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Operations
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17053751


Description

  • Monitor the day-to-day operations of account opening & client documentation services including both products and credit documentation in Hong Kong
  • Review and ensure all managed account opening application all in good order before sending to NY or London for account opening
  • Monitors usage patterns and recommends changes Handle critical client information to ensure in line with policy requirement and timely delivery
  • Assist to provide on the job training to the teammates and conduct in-house training
  • Provide regular status updates and escalate necessary issues to Department Head He/she will also have regular communications with different constituents including marketing, Credit, Legal & Compliance to understand and manage any concerns regarding quality of work and service standards
  • Liaising with External Lawyer on the creation of Mortgage, Redemption of mortgages and Registration of Chargeetc
  • Ad-hoc tasks as assigned by line manager


Qualifications

  • Minimum 5 years of successful banking track record in a Bank, preferably with at least 3 years in an Account Opening, Client Documentation Services and Account Maintenance experience
  • Strong commitment to quality user service and a desire to drive innovation and continuous process improvement initiatives