SOW Associate - Top US Investment/Private Bank!

Salary :

$35,000 - 540,000 monthly

Company : Michael Page

Job Type : Full Time

Hong Kong

Job Description - SOW Associate - Top US Investment/Private Bank!

International and dynamic working environment
Competitive remuneration and benefit packages

About Our Client

Our client is the one of the largest American Investment/ Private banks, headquartered in New York City. They are now looking for a Source of Wealth (SOW) Associate to handle SOW drafting and review, account profile analysis and KYC periodic review. The private wealth management division provides highly personalized, best in class investment advice, execution services, wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

Job Description

Responsible for Source of Wealth (SOW) corroboration and review, account profiles review and analysis in order to identify gaps in SOW information and corroboration
Analyze collected information and perform reasonableness and plausibility checks
Provide guidance to Sales team and perform desktop research to assist with benchmark analysis or account profiles updates
Ensure name screening have been conducted and all adverse findings are cleared, documented and escalated appropriately
Ensure relevant SOW/SOF data and supporting documentation are properly updated and retained

The Successful Applicant

Bachelor's Degree in Accounting, Finance or Banking related discipline
3-5 years of working experience in in SOW narratives and corroboration review and analysis or account profile analysis with international private banking industry
Strong knowledge/ experience in Compliance/ AML/ Client Onboarding
Strong research capability, analytical and organizational skills.
Highly fluent in English and Chinese

What's on Offer

International and dynamic working environment
Competitive remuneration and benefit packages
Stimulating and challenging work with huge exposure
Medical benefits

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SOW Associate - Top US Investment/Private Bank!

Job Description - SOW Associate - Top US Investment/Private Bank!

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