Investment Bank - Analyst (Client Documentation Support)

Company : Michael Page

Job Type : Full Time

Hong Kong

Job Description - Investment Bank - Analyst (Client Documentation Support)

Investment Bank
Client documentation support

About Our Client

Our client is a well-established investment bank. This role sits within the Client Account Maintenance function and supports the ongoing maintenance of client accounts in line with internal policies, global standards, and local regulatory requirements, working closely with Legal, Compliance, and Financial Crime teams.

Job Description

Review client suitability for Product Brochures and supporting documents
Prepare Welcome Packs for newly opened accounts
Coordinate with the Sales Team to resolve returned mail cases
Review and process account closure documents
Review credit file application documents
Process loan registrations, agreement re-executions, and account type changes
Review sub-account opening requests for Secured Financing Solutions (SFS) and handle HKIRD registration
Maintain client documentation on the team SharePoint site
Prepare management information (MI) and reports for internal teams

The Successful Applicant

Bachelor degree in Business
At least 1+ year of experience in Financial Services, preferably in client documentation support
Fluent in written and spoken English and Chinese (Cantonese and/or Mandarin)
Strong communication and interpersonal skills
Good analytical skills with strong attention to detail
Well organized and able to manage multiple tasks
Proficient in Microsoft Excel, Word, and PowerPoint
Comfortable working with stakeholders at different seniority levels
Able to work effectively in a fast-paced environment

What's on Offer

Investment Bank
Excellent Exposure

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Investment Bank - Analyst (Client Documentation Support)

Job Description - Investment Bank - Analyst (Client Documentation Support)

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