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client onboarding (corporate trust) - avp.

job details

summary

    job details

    about the company
    Our client is a Bulge Bracket Investment Bank. They are looking for a Corporate Trust Client onboarding AVP to join their team.


    about the job
    • Identify the Clients requiring KYC and NLS
    • Liaise with Clients, Lawyers and Sales team to gather relevant documentation
    • Work closely with the Client Services team to close out all items and issues prior to the contractual signing date
    • Manage the pipeline of new clients and prioritization
    • Run monthly reconciliations, investigate and correct any exceptions
    • Monitor transactions as they mature and ensure all position and activity checks are completed
    skills & experiences required
    • Degree in Business Management, Finance or other related disciplines
    • Good knowledge of T(Trust & Agency Services) product and procedures scope and K policies
    • Fluent in English and Mandarin
    • Able to m-task and work in a fast-paced environment


    To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 2232 3492 or email: kira.tang@randstad.com.hk

    about the company
    Our client is a Bulge Bracket Investment Bank. They are looking for a Corporate Trust Client onboarding AVP to join their team.


    about the job
    • Identify the Clients requiring KYC and NLS
    • Liaise with Clients, Lawyers and Sales team to gather relevant documentation
    • Work closely with the Client Services team to close out all items and issues prior to the contractual signing date
    • Manage the pipeline of new clients and prioritization
    • Run monthly reconciliations, investigate and correct any exceptions
    • Monitor transactions as they mature and ensure all position and activity checks are completed
    skills & experiences required
    • Degree in Business Management, Finance or other related disciplines
    • Good knowledge of T(Trust & Agency Services) product and procedures scope and K policies
    • Fluent in English and Mandarin
    • Able to m-task and work in a fast-paced environment


    To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 2232 3492 or email: kira.tang@randstad.com.hk