Your new company
My client is a top tier investment bank, located in Hong Kong. They are currently looking for a Data and Documentation Specialist to join them in their Group Operations Wealth Management Account Maintenance Team.
Your new role
Are you good at identifying the most effective and efficient approaches in the banking operations for Wealth Management business? Do you know how to maintain independence and objectivity, and are able to inﬂuence or over constructive challenge to business stakeholders around you?
We’re looking for someone like that to:
This includes the following tasks and activities:
- Product subscription documentation
- Tax documentation
- Client requests to make changes to their records
- KYC related documents
- Support for system testing
- Providing inputs to existing business rules
- Establishing new business rules and getting sign-offs from the various stakeholders.
- Project management involvement for large scale projects
You’ll be working in the Group Operations Wealth Management Account Maintenance Team in Hong Kong which provides exciting career opportunity for those who want to develop further in their area of expertise and provide know how across markets. We support the front business (Client Advisors, Investment Advisors and Relationship Managers) ensuring data and documentation is updated and maintained to a high standard. Providing an excellent and outstanding client experience is our main goal.
What you'll need to succeed
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.