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Client On boarding Analyst (Client servicing driven)

Morgan McKinley
Hong Kong, Hong Kong
Closing date
Jul 9, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Single point contact for business units and clients for operational issues across onboarding cycle
  • Manage the end-to-end onboarding process for new clients. Collect and review client documentation, verify identities, and conduct due diligence checks
  • Conduct risk assessments and evaluate their investment objectives, risk appetite, and financial standing
  • Understand client needs and objectives, and provide timely and accurate responses to client inquiries and requests
  • Proactively identify opportunities to enhance client satisfaction, cross-sell products or services
  • Stay updated with industry trends, market developments
  • Work with IT to develop, test and rollout new technology requirements
  • Bachelor's degree in finance, business, economics, or a related field
  • 3-5 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Knowledge of Listed Derivatives or OTC Clearing preferred
  • Proven experience in client servicing and client onboarding
  • Strong knowledge of financial products, investment strategies, and market trends
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Ability to work in a fast-paced environment.

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