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SOW Associate - Top US Investment/Private Bank!

salary Salary :

$35,000 - 540,000 monthly

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Number of Applicants

 : 

000+

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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
Original job SOW Associate - Top US Investment/Private Bank! posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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