Onboarding Analyst - Investment Banking

Investment Banking Excellent Exposure About Our Client Our client is well-established Financial Institution. Currently, they are looking for an experience Onboarding Analyst to join their investment banking division. Job Description Support end-to-end client onboarding and KYC process Collect and review client information and documents, including ownership and identification details Perform required client checks, such as AML/KYC, World-Check, Professional Investor status, CRS, and FATCA Carry o

Michael Page - Hong Kong - Full time

Salary: Competitive

  • Investment Banking
  • Excellent Exposure
About Our Client

Our client is well-established Financial Institution. Currently, they are looking for an experience Onboarding Analyst to join their investment banking division.

Job Description
  • Support end-to-end client onboarding and KYC process
  • Collect and review client information and documents, including ownership and identification details
  • Perform required client checks, such as AML/KYC, World-Check, Professional Investor status, CRS, and FATCA
  • Carry out name screening for new clients, periodic reviews
  • Assist with enhanced due diligence for higher-risk or PEP clients by preparing information for review
  • Track onboarding progress and follow up on missing documents or outstanding items
  • Communicate with Front Office and clients on onboarding and KYC requirements
  • Handle client enquiries and provide onboarding support
The Successful Applicant
  • Bachelor degree
  • At least 2+ years of relevant experience in Financial Services in KYC/Client onboarding
  • Good understanding of regulatory compliance requirements
  • Excellent organizational and multitasking skills.
  • Proficiency in data management and attention to detail.
  • Strong communication and problem-solving abilities.
  • Fluent in both English and Chinese
What's on Offer
  • Excellent exposure
  • Attractive salary package
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