Client onboarding Associate (Investment Bank)

Company : Morgan Mckinley

Job Type : Full Time

Hong Kong

Job Description - Client onboarding Associate (Investment Bank)

Responsibilities

Coordinate and execute end-to-end client onboarding and account opening processes in line with internal policies and regulatory requirements, including KYC, AML, FATCA and CRS.
Address key internal and client issues and manage risk
Liaise with sales team for requirements gathering, onboarding documentations and agreement negotiation
Maintain accurate client records and ensure all onboarding documentation and audit trails
Stay updated with regulations and industry knowledge
Work closely with tech team to develop, rollout and test for the system enhancement

Requirements

Bachelor Degree or above in Finance or relevant subjects
5 years or above related experience in Client onboarding, KYC
Detail oriented, independent with excellent interpersonal skills
With knowledge of Listed derivatives or OTC products is preferred
Excellent command of both written and spoken English and Mandarin

Application

If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.

Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position or any other vacancies we are recruiting for.

Any questions, please feel free to contact Hilda Cheng at 3907 3979.

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Client onboarding Associate (Investment Bank)

Job Description - Client onboarding Associate (Investment Bank)

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