Job Description

Your new company

A Private Wealth Management department in a top-tier investment bank that provides highly customised financial advice, investment solutions and brokerage services to ultra-high net-worth individuals, families and foundations.

Your new role

• Perform administrative support tasks such as preparation of welcome pack, document scanning and archiving
• Perform the Account Change Request process including maker role to ensure that all changes are processed in adherence to the policy and procedures in a timely manner. Ensure the accurate CIP (Client Identification Program) / KYC information entered into the Client Account Maintenance Tool during Change Request process
• Perform Periodic Review including maker role to ensure the review is processed in adherence to the periodic review procedure in a timely manner
• Perform ad hoc Enhanced Due Diligence review for higher risk accounts, including the review of High Risk factors such as Politically Exposed Person (PEP)/ Negative News
• Manage various regular account review cycles such as Singapore Accredited Investor (SGAI), Vulnerable Client (VC), Investment Profile Questionnaire (IPQ), and Insider Declaration
• Liaise and follow up with Sales teams on Change Request or Periodic Review related information/ documentation and handle their daily queries on BAU tasks

What you\'ll need to succeed

• Bachelor\xe2\x80\x99s degree or equivalent education or experience
• 1\xe2\x80\x933 years relevant working experience in the financial services industry
• Ideally with experiences in client onboarding, account maintenance/ periodic review, or AML/Compliance within a top-tier bank
• Previous experience in Source of Wealth (SOW) review is a Plus
• Fluent in both spoken and written English and Chinese (Cantonese/ Mandarin)
• Excellent verbal and written communication skills
• Good analytical and follow-up skills
• Organized and strong attention to detail
• Self-motivated and enthusiastic
• Able to work independently and as part of a team
• Able to work under pressure and to work efficiently during volume spikes to meet Business demands in a timely manner

What you need to do now

If you\'re interested in this role, click \'apply now\' to forward an up-to-date copy of your CV, or call us now.

If this job isn\'t quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Registration Number: 200609504D, EA License: 07C3924, Registration ID Number: R22108490

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