Associate, Specialist, Account Opening & Static Data Control, Wealth Management Operations

DBS Bank Ltd; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

DBS Bank Ltd in Hong Kong is seeking an Operations professional to support daily client onboarding, including account openings and static data maintenance for wealth management clients. You will review documents, perform maker-checker actions, and ensure SLA delivery.

The role requires a university degree with at least 3 years in banking/finance, strong analytical and communication skills, and bilingual English/Chinese proficiency. A competitive salary and benefits package is provided.

Qualifications

• University degree with minimum 3 years relevant experience within the Banking & Finance industry.
• Excellent attention to detail.
• Good analytical, problem solving and communication skills.
• Good understanding of IT systems and operational banking processes.
• Ability to improve processes, coordinate multiple tasks and strong teamwork.
• Good command of written and spoken English and Chinese.

Responsibilities

• Support in client onboarding operation on daily processing including account opening and static data maintenance for Wealth management customers.
• Review client documents/instruction and update the information to system as maker and checker.
• Returned mail handling.
• Ensure account opening and client static maintenance delivered within SLA.
• Assist in Audit, regulatory review, FATCA and CRS reporting, etc.
• Promptly response and provide solution on enquiries from Front office/Middle Office/COO office, etc.
• Support UAT if needed.
• Brokerage firm experience is a plus.

Skills

Attention to detail

Analytical thinking

Communication

English

Chinese

Education

University degree

Tools

IT systems

Job description

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

• Support in client onboarding operation on daily processing including account opening and static data maintenance for Wealth management cutomers
• Review client documents/instruction and update the information to system as maker and checker
• Returned mail handling
• Ensure account opening and client static maintenance delivered within SLA
• Assist in Audit, regulatory review, FATCA and CRS reporting, etc
• Promptly response and provide solution on enquiries from Front office/Middle Office/COO office, etc
• Support UAT if needed
• Brokerage firm experience is a plus

Requirements

• University degree with minimum 3 years relevant experience within the Banking & Finance industry.
• Excellent attention to detail
• Good analytical, problem solving and communication skills
• Good understanding of IT systems and operational banking processes
• Ability to improve processes, coordinate multiple tasks and strong teamwork
• Good command of written and spoken English and Chinese.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

We regret only shortlisted candidates will be notified.

Location:

Two Harbour Square

Job:

Operations

Schedule:

Regular

Employee Status:

Full time