HK PWM SOW (12 months contract)

Our New Company
Join a leading global financial institution with a strong presence across Asia. Known for its integrity, innovation, and collaborative culture, the firm offers a dynamic environment where professional growth and high standards are part of everyday life.

Your New Role Entails

• Review and analyse account profiles to identify gaps in SOW information and corroboration
• Analyse collected information and perform reasonableness and plausibility checks
• Work with Sales team to further enhance the account profile and SOW corroboration.
• Provide guidance to the sales team and perform desktop research to assist with benchmark analysis or account profile updates as needed.

What You'll Need to Succeed

• Bachelor's degree required or equivalent education or experience, preferably in Accounting/ Finance/ Banking.
• 3+ years plus relevant working experience
• Proficiency in English and Chinese
• Ideally, with previous experience in Compliance/ AML/ Sales/ Onboarding within a PB.

What You Need to Do Now
If you're interested in this role, click 'Apply Now' with your up-to-date CV.

Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorised Institutions) covering the past seven years. For more information, please see the link" (or) a copy of FAQs for In-Scope Individuals is available upon request.