Job Description:
We are seeking an experienced professional to join our team as an Onboarding & Client Lifecycle Specialist. In this role, you will:

• Perform onboarding processes including document review and account set-up.
• Ensure adherence to regulations, guidelines, standards, and policies.
• Maintain in-depth awareness of potential legislative and policy breaches and act proactively to prevent their occurrence.
• Provide advisory and hotline support to internal clients. Business partners include, but are not limited to, Operations, Legal & Compliance, Business Risk Management, and Project teams.
• Engage in process improvement projects to streamline and automate document review and static data update processes.

Requirements:

• 2 to 6 years of experience in wealth management onboarding, client lifecycle maintenance, or related operations roles.
• Working knowledge of Hong Kong and/or Singapore regulatory landscape preferred.
• Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.
• Experience in leading and/or implementing process changes and automation is an advantage.

You are:

• Client service-oriented and enjoy working in a team.
• We are looking for someone who is proactive, enthusiastic, and solution-oriented, with a positive attitude towards challenges.
• An effective and clear communicator, comfortable engaging with stakeholders at senior levels.
• Adaptable to a dynamic and changing environment.

This position is open to all who are fulfilling aforesaid requirements