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- ...and external stakeholders where applicable. · Handle various client checks including KYC, AML, World Check, CRS and FATCA Check. ... ...e holder (or above) · Strong and in-depth knowledge of client onboarding process, KYC, AML, documentation, regulations and market stand...
- The Job: Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Office to prioritize account r...
- ...nt opening and maintenance services including processing all client onboarding documents and ensuring compliance with related regulatory re... ...perience as Client Services Officer / Assistant Relationship Manager in Priority /Private Banking or Securities Brokerage with ex...
- ...d execute annual policy reviews for customers, ensuring timely follow-up on inquiries from both clients and internal teams to deliver high-quality service outcomes. Manage incoming requests and questions with full accountability-this includes case oversight, coordina...
- ...Wing Lung Bank. CMB Wing Lung Bank and its subsidiaries hold multi licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive banking products and services including retail ban...
- The Company Our client is a well-established asset manager that has been operating in Hong Kong for over 10 years. This position supports the Sales ... ... services would be an advantage. The Role Onboarding and amendments: Lead onboarding and any legal amendm...
- Job Description What you’ll be doing? Interacts with clients to ensure world-class service is delivered Recognizes, manages and delivers service solutions on a day-to-day basis for specific jobs Communicates job status to internal deal team to ensure contin...
- Summary: As a Client Services Executive, you’ll be the bridge between our clients and production teams, ensuring smooth communica... ...-class service and maintaining strong, ongoing relationships Manage day-to-day service solutions and coordinate project timelines ...
- ...velop, nurture, and strengthen enduring client relationships by leveraging industry ne... ...nal service across all facets of wealth management. Collaborate with investment special... ...portunities. Oversee seamless client onboarding and ongoing relationship management, in...
- Our client is a renowned company in Tourism industry. They are seeking a Client Super... ...s: Assist in the efficient setup and management of B2B accounts. Oversee daily opera... ...ng operational questions. Facilitate onboarding of new programs by ensuring compliance ...
- Responsibilities: Review product lifecycle management such as valuation reports and margin call Provi... ...L Counterparties Cash Collateral monitoring All Client trading account related issues from onboarding to funding and margin issues, fund, and stocks dep...
- ... sustainability roadmaps, strategy and policies Liaise with client and maintain good client relationships Prepare ESG reports,... ...nance business, ESG business, and the integrated green finance management platform Qualifications: ~ Bachelor's degree in Fi...
- ...e to join our team. Responsibilities 1. Experienced Sales Manager with a background in traditional Chinese medicine or health sup... ...ng a sales team. 2. Proven sales experience with major retail clients in pharmaceuticals and health supplements, including the abilit...
- About Company Our client is a globally recognized offshore corporate services... ... Role The Business Development Manager will be based in the Hong Kong office a... ...anaging client relationships through the onboarding lifecycle, and supporting multi-jurisdic...
- Manager, Sourcing - Sustainability Overview A global outdoor brand is seeking a Manager, Sourcing - Sustainability to lead e... ...ers to drive Scope 3 emissions reduction goals. Evaluate and onboard suppliers based on environmental and social responsibility crit...
- ... traded international oil and gas company. Looking for Good Motivative Account Manager Key responsibilities: · Promote ESSO commercial vehicles ‘Fuels Card’ to corporate clients (B2B) · Maintain professional relationships with key personnel in assigned custom...
- ... administrator, review NAV calculation results Responsible for daily fund operations management, account opening, investor subscriptions and redemptions and KYC Maintain client & transaction records, products information, regulatory requirements and different stat...
- About The Role: Our client is a globally recognized leader in the design and development of high-performance, power-efficient system-on-chip (SoC) solutions. The System Application Manager will be responsible for the R&D of high-speed interfaces and smart sens...
- Job Description The International Private Bank (IPB) Client Experience team (CX) is dedicated to delivering an exceptional experie... ...ia Client Experience in IPB, you will take up a crucial role in managing and addressing client complaints, conducting root cause and tre...
- Our client, a leading financial institutions is looking for the high calbre candidate to filled up the captioned position. Job Responsibilities : Manage the credit operations and overall risk of SME Financing Guarantee Scheme (SFGS) Develop, implement, and mo...
- Our client: Our client is a world-renowned powerhouse in the global fashion industry, we are conducting a confidential search for an exceptional Technical Manager, Intimates . As they're the owner of the world's most iconic and desirable brands, known for t...