Wealth Management Analyst

Job Description

Role Purpose

Perform onboarding processing including document review and account set-up. Ensure adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness of potential legislative and policy breaches and act to proactively prevent their occurrence.

Provide support to internal clients through hotline/advisory support. Business partners includes but not limited to within operations, Legal and Compliance, Business Risk Management, Project team(s).

Engage in process improvement project(s) to streamline & automate the document review and/or static update process

Your experience and skills :

You have:

2-6 years of experience in Wealth Management Onboarding, Client Lifecycle Maintenance or related Operations roles. Working knowledge of Hong Kong and/or Singapore regulatory landscape favored.

Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.

Experience in leading and/or implementing process changes & automation favored

You are:

Client service oriented and enjoys working in a team.

High motivation and positive can-do attitude.

An effective & clear communicator who is comfortable in facing different stakeholders at senior levels

Adaptable to a dynamic and changing environment.