Senior Associate/ Associate, Account Opening & Static Data Control, Private Banking
Core
Support client onboarding team on daily processing including account opening and static data maintenance as supervisor and checker.
Role type
Senior Associate/Associate in account opening and static data control
Builds
Account openings and client static data maintenance
Domain
Banking & Finance
Required skills
Attention to detail, Analytical skills, Problem solving, Communication, IT systems understanding, Operational banking processes knowledge, Process improvement, Task coordination, Teamwork, Written and spoken English, Chinese
Preferred skills
Putonghua proficiency
Responsibilities
Review client documents/instructions and update system information, Verify system data against client documents/instructions, Handle returned mail, Ensure account opening and client static maintenance delivered within SLA, Assist in Audit, regulatory review, FATCA and CRS reporting, Respond to enquiries from Front office/Middle Office/COO office, Support UAT
Seniority
Senior Associate/Associate, 5+ years experience