about the company.
A well-known securities firm is seeking a manager to oversee their KYC and Client Servicing team. In this role, you will serve as the deputy, managing a team of 10-12 junior staff and supporting key business initiatives.
...
about the job.
- Manage daily back-office tasks like client onboarding, account setup, data processing, and handling client and sales team inquiries.
- Lead projects for data cleaning, regulatory reporting, audits, system upgrades, problem solving, AI solutions, and improving efficiency.
- Oversee the team handling daily back-office tasks such as account management, processing client data, and responding to sales team inquiries.
- Manage the account opening process for different types of accounts, including individual, corporate, financial institution, and trust accounts.
- Ensure a smooth onboarding experience for clients, customized to their needs.
skills & experiences required.
- Bachelor’s degree or higher in Business, Finance, or a related field.
- At least 8 years of relevant experience in the financial sector, including demonstrated supervisory experience.
- Excellent leadership expereince, along with a proactive and self-driven attitude.
- Proficient in written and spoken English and Mandarin.
To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 6169 6981 or email: kira.tang@randstad.com.hk
show more
about the company.
A well-known securities firm is seeking a manager to oversee their KYC and Client Servicing team. In this role, you will serve as the deputy, managing a team of 10-12 junior staff and supporting key business initiatives.
about the job.
- Manage daily back-office tasks like client onboarding, account setup, data processing, and handling client and sales team inquiries.
- Lead projects for data cleaning, regulatory reporting, audits, system upgrades, problem solving, AI solutions, and improving efficiency.
- Oversee the team handling daily back-office tasks such as account management, processing client data, and responding to sales team inquiries.
- Manage the account opening process for different types of accounts, including individual, corporate, financial institution, and trust accounts.
- Ensure a smooth onboarding experience for clients, customized to their needs.
skills & experiences required.
- Bachelor’s degree or higher in Business, Finance, or a related field.
- At least 8 years of relevant experience in the financial sector, including demonstrated supervisory experience.
- Excellent leadership expereince, along with a proactive and self-driven attitude.
- Proficient in written and spoken English and Mandarin.
... To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 6169 6981 or email: kira.tang@randstad.com.hk
show more