Save Job Back to Search Job Description Summary Similar JobsInvestment BankExcellent exposureAbout Our ClientOur client is a well-established Investment Bank. Currently, they are looking for a Onboarding Analyst to join their team in Private Wealth Management,Job DescriptionSupport the Account Onboarding team in managing the end-to-end process of new account requests, including case review and follow-through until account setup is complete.Review a wide range of account opening and client documentation submitted by Sales to ensure accuracy and completeness in line with the Bank's compliance and KYC requirements. Where documentation is incomplete, provide guidance to Sales on the required documents.Handle various types of documentation, including client identification and verification documents, contractual agreements, account application forms, tax forms, and other relevant materials.Assist in reviewing clients' source of wealth (SOW) profiles, conducting background checks, and verifying supporting documents to ensure proper corroboration of SOW.Ensure accurate data entry and proper document upload into the onboarding system.The Successful ApplicantBachelor degree in Finance or related subjectsAt least 2 years of experience in Onboarding/KYC in Private BankingExcellent communication in both English and ChineseStrong organizational skills and attention to detail.What's on OfferInvestment BankExcellent exposureContactChing LauQuote job refJN-052025-6747355Phone number+852 3602 2426Job summaryFunctionBanking & Financial ServicesSpecialisationBack Office - OperationsWhat is your area of specialisation?Financial ServicesLocationHong KongJob Type:PermanentConsultant nameChing LauConsultant phone+852 3602 2426Job ReferenceJN-052025-6747355
