Client onboarding (Private bank)- up to 50K


Salary:

HK$20,000.00 - HK$50,000.00 / month

Location:

Central and Western District

Date posted:

15 August 2019

Employment type:

Consulting

Reference:

FK-BA819

Specialisation:

Consulting


Description

Protiviti are looking for skilled candidates for the following role:


The Company


A multi-national financial institution is urgently looking for a client on-boarding officer within private bank.



The Role


As a business analyst you will engage in the following:



  • responsible for onboarding private banking clients from different organizational types and locations

  • Liaising with the client, providing support and guidance throughout the documentation completion process to ensure quality and completeness

  • Coordinate with Sales and Business CAO to prioritize account requests and communicate with internal stakeholders

  • Provide onboarding status updates to Sales teams, Business CAO and Client

  • Monitor duration, advise clients and internal stakeholders on emerging issues, actively troubleshoot problems and collaborate across the firm to unblock barriers

  • Work closely with internal stakeholders including Sales Support, Compliance, KYC Controls, Audit and Risk




Your Profile


To qualify as a business analyst for this role, you MUST have:



  • Minimum of 3 years of work experience in the banking industry

  • Excellent communication skill in English, Cantonese or Mandarin an advantage

  • Flexibility, adaptable, ability to manage competing demands

  • Detail oriented, strong awareness on cost and control

  • Confident and strong client service focus when dealing with internal and external clients

  • A control mindset and solid understanding of regulations and associated risks

  • Understanding and adherence to Compliance and Regulatory influences within the onboarding process

  • Good knowledge of client on-boarding within private banks

  • Experience using Avaloq system highly preferred

  • Immediately available highly preferred and will be considered first



Apply Today


To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.




About Protiviti

Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Through our network of more than 70 offices in over 20 countries, Protiviti and its independently owned Member Firms provide clients with consulting solutions in finance, technology, operations, data, analytics, business performance improvement, risk and internal audit. As a Protiviti consultant, you will not only work on interesting business issues with world-class companies, but you will also have access to training and networking opportunities to accelerate your expertise.




Hong Kong

9th Floor, Nexxus Building
41 Connaught Road
Central
Hong Kong Island
hk
+852 3653 7300
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