Permanent Contract

Client Data Manager M/F

Modified on 13/12/2023

  • 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong Kong
  • Operations
  • 2023-84221

Job description

Key Responsibilities:

  • Review clients’ account opening documentation and check the validity on relevant forms to ensure compliance with applicable local regulatory requirements and internal policies and procedures of the bank.
  • Perform creation/ deletion/ modification of client static records, and maintain such records are up-to-date and relevant.
  • Advise relationship managers on offshore companies / trust accounts documentation requirement.
  • Manage client onboarding operations and check completeness and accuracy of clients’ data entered in the bank's computer system.
  • Liaise with relationship managers to resolve account documentation issues.
  • Perform review and tagging of clients with Professional Investor and Private Banking Client Status in the bank’s computer system.
  • Handle special projects, such as U.S. FATCA implementation and AEOI project.
  • Oversee the administrative and reporting tasks of the department.

    • Starting date
    • 01/02/2024
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Business Administration or related disciplines
      Familiar with client onboarding operations in private banks
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
      • Independent, flexible and self-motivated with ability to adapt to a team environment
      • Excellent time management and organization skills
      • Strong communications skills
    • IT tools
    • Good PC skills
    • Languages
    • Proficiency in English and Chinese

  • About Indosuez Wealth Management in Asia Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Client Data Manager M/F

Published the 13/12/2023

Permanent Contract
  • 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong - Hong Kong
  • Operations
  • 2023-84221

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