Your new company
You will be joining a leading global financial institution within its Wealth Management division. The organisation is well-established with a strong international presence and is known for its structured environment, operational excellence, and collaboration across global teams.
Your new role
- Handle account maintenance and Account Structure Changes (ASC).
- Review and process client documentation and data updates.
- Ensure accuracy and completeness of client data in line with internal policies.
- Work closely with Front Office teams to follow up on requirements and resolve queries.
- Manage urgent, time-sensitive requests in a fast-paced environment.
- Perform basic KYC/AML-related checks as part of operational processes.
What you'll need to succeed
- Minimum 1 year of banking experience preferred.
- Experience in account opening, account maintenance, ASC, static data management, or general banking operations.
- Comfortable handling high volumes of documentation and data processing.
- Strong attention to detail and accuracy.
- Proactive and confident in liaising with Front Office stakeholders.
- Ability to handle urgent requests and multitask effectively.
- Proficiency in English and Mandarin (to support international and mainland China markets).
What you'll get in return
- Opportunity to gain experience with a leading global bank.
- Exposure to wealth management operations and client lifecycle processes.
- A fast-paced, dynamic working environment with strong collaboration.
- Valuable experience in account maintenance and operational processes.
- Enhance your skillset in banking operations, documentation, and regulatory processes.
What you need to do now
If you're interested in this role, click Apply Now to submit an up‑to‑date copy of your CV.
If this role isn't quite right for you, but you know someone who would be a good fit, feel free to refer them.
This job posting is being managed on behalf of Wilfred Lam.
Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924
