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- ... and maintenance, ensure all documents are properly filled and managed. Assist in system enhancement UAT, ad-hoc tasks and project... ...ces or brokerage firm, strong and in-depth knowledge of client onboarding process, KYC and AML, Type 1 SFC license holder is highly pref...
- ...Global Investment Bank. Currently, they are looking for a KYC/Onboarding Analyst to join the team. Client Details Our client is ... ...edures, and forms, SharePoint maintenance, and preparation of management reports. Profile Bachelor degree At least 2+ year...
- ...ible for supporting the delivery of end-to-end, best-in-class onboarding for our Wealth and Retail Banking clients. You will Engage... ...lyse data. Able to prioritise your time well, with project management abilities and problem-solving aptitude. What we offer I...
- ...al presence. Currently, they are looking for a Client Services/Onboarding Analyst to join their team. Client Details Our client is a... ...closely with Sales to prioritize client onboarding requests Manage end-to-end documentation and account opening processes, ensuri...
HKD 40k - HKD 50k /月
...nvestment/ Private Bank and they are currently looking for an Onboarding Analyst to join their account onboarding team to handle end t... ...unt onboarding, new account request handling, case review and management till the new account is set up for HK and Australia high net ...- Responsibilities:Perform data input in systems for client onboarding and account maintenance with a high degree of accuracy Ensure SOP are properly followed and data quality is reliable Conduct basic account document review Be able to meet agreed service level Assis...
- ...rket scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund ...
- ...rket scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund ...
- ... About the role We are seeking an experienced HR & Admin Manager / Office Manager to join the corporate services team at one of... ...ee lifecycle, including but not limited to talent acquisition, onboarding, employee relationship, performance management, learning devel...
- ...owth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). ... ...end-to-end basis. Ensure sales management, suitability and onboarding processes are applied appropriately People & Talent ~ Co...
- ...rket scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund ...
- ... - the ideal candidate will work closely with the Relationship Manager (RM) and team to manage client accounts and deliver high-quali... ...mooth account management and client servicing Handle client onboarding, including account opening, documentation preparation, and KYC...
- Job Duty Key Responsibilities: -Trust and Bank Account Management -Handle the end-to-end process of trust account openings for clients. -Manage the onboarding process with banks and other financial platforms. -Coordinate internal and external documentation required...
- ...rket scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund ...
- ... joining a Leading FMCG company for the end-to-end Supply Chain Manager role. Client Details Our client is a well-established playe... ...o support product launches and ad hoc projects. Identify and onboard OEM partners for packaging and product delivery. Profile ...
- ...Type 1, 4, 6, and 9 RA), we offer securities brokerage, asset management, corporate finance, IPO advisory, and underwriting services. ... ...ssional customer services, including account openings, client onboarding, KYC, and inquiries handling. Liaise with BSS vendor and m...
- ...ent company rules regarding leave, HR policies. ￭ Insurance Management: Administer company insurance plans and benefits, including y... ...nd ensure compliance with company policies and contracts. ￭ Onboarding New Staff: Oversee the onboarding process, including the prep...
- This role involves managing regulatory compliance across multiple jurisdictions, including trade surveillance, policy maintenance, broker onboarding, and reporting to senior management and regulators. The ideal candidate will have over 7 years of buy-side experience, ...
- This is an excellent opportunity for seasoned Senior HR Managers to take on a Head of HR generalist position for a 200 people company... ...asses full-spectrum HR leadership-from overseeing recruitment, onboarding, and talent development, to ensuring robust employee relations...
- ...t, a leading manufacturing group, is seeking an experienced HR Manager to oversee all aspects of Human Resources operations. The succ... ...dates. Manage external recruitment agencies and oversee the onboarding process for new hires. Oversee the entire employee lifecycl...
HKD 40k - HKD 80k /月
...act for regulatory inquiries and correspondence Lead client onboarding and periodic reviews through rigorous KYC/CDD processes Dra... ...olving skills. A detail-oriented mindset and the ability to manage multiple tasks effectively. Relevant academic qualification...- As a Sales Manager, you will drive revenue growth by managing client relationships and identifying new business opportunities within the Technology & Telecoms industry. This role is ideal for a results-oriented professional who thrives in a fast-paced environment and ...
- The Finance Manager is responsible for ensuring the organization's financial health by managing budgets, forecasts, financial reports, and compliance. This role is essential for strategic planning and decision-making, as it provides financial insights and recommendati...
- Job Openings (Senior Manager) ~ Senior Manager (3-5 year(s) experience) Requirements: SFC Type 6 regulated activity with a good understanding of the Listing Rules and Takeovers Code; Formulate and review internal control, operational procedures and p...
- ...te. Monitor the effectiveness of internal procedures and identify areas for improvement. Provide timely reporting to senior management on compliance risks, regulatory updates, and any breaches or issues. Assist in regulatory filings, licensing matters, and insp...
- ...rytelling, and audience engagement across the company's website, social media platforms, and email marketing channels. Channel Management & Performance Optimisation Oversee the day-to-day operations of digital channels, including editorial planning, content schedu...
- ...acancies, please visit our website at Job No.: 499760 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Strategic Planning, Management, Product Development & Management, Project Mana...
- 1. Brand & Market Strategy • Develop and execute integrated marketing strategies to strengthen the company’s brand in asset management across Hong Kong and global market. • Conceptualize and execute on multichannel marketing programs and campaigns from start to fini...
- ...nding opportunities; Liaising with clients for money lending activities; Full responsibility for consolidated financial and management reporting for both internal and external purposes; Supporting the growth objectives on tax, legal and working capital needs; ...
- ...lement operations ensuring timely and accurate completion across equities, fixed income, and derivatives markets Oversee fails management, reconciliation, CCASS/DCASS operation, and Client Connect/FINI processes Develop and enforce strong risk and control framewor...