HK PWM Analyst (12 months contract)

Company : Hays

Job Type : Contract

Hong Kong

Number of Applicants

000+

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Job Description - HK PWM Analyst (12 months contract)

Your new company

Join a team that delivers tailored financial solutions to individuals, families, and foundations. Within Account Management, this role sits in the Client Account Maintenance Team, ensuring accounts are properly maintained and compliant with global standards and local regulations.

Your new role

Review clients' suitability for Product Brochure. Perform client outreach and document review.
Prepare Welcome Pack for newly opened accounts
Work with Sales Team to resolve Returned Mails
Review Account Closure documents
Review Credit File Application documents
Process loan registration, customer agreement re-execution and change of account type
Review sub account opening request for Secured Financing Solutions (SFS) and process registration with HKIRD.
Maintaining the Documentation SharePoint site
Prepare management information (MI) and report for other Business Units (BU)

What you'll need to succeed

Fluent in English and Chinese (Cantonese/Mandarin).
Strong communication, analytical, and problem-solving skills.
High attention to detail, organized, and adaptable.
Proficiency in MS Excel, Word, and PowerPoint.
Self-motivated team player with influencing ability.
Bachelor's degree (Accounting/Finance/Banking preferred).

What you'll get in return

Exposure to high-net-worth clients and sophisticated financial solutions.
Opportunities to collaborate across global teams including Legal, Compliance, and Financial Crime.
Career growth in a fast-paced, client-focused environment.

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.

Original job HK PWM Analyst (12 months contract) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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HK PWM Analyst (12 months contract)

Job Description - HK PWM Analyst (12 months contract)

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