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

DBS Bank Ltd

Hong Kong

On-site

HKD 279,000 - 502,000

Full time

10 days ago
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Job summary

DBS Bank Ltd. in Hong Kong is seeking a detail-oriented Operations professional to support wealth management client onboarding and data maintenance. You will review documents, act as maker and checker, and ensure timely processing with strict SLA adherence.

The role involves handling administrative tasks, responses to inquiries from Front/Middle/COO offices, and participation in audits and regulatory reporting such as FATCA and CRS. UAT support may be requested as needed.

Qualifications

  • > University degree with minimum 3 years relevant experience in Banking & Finance.
  • > Excellent attention to detail.
  • > Strong analytical, problem solving and communication skills.
  • > Good understanding of IT systems and operational banking processes.
  • > Ability to improve processes, coordinate multiple tasks and work well in a team.
  • > Proficiency in written and spoken English and Chinese.

Responsibilities

  • Support client onboarding operations on daily processing including account opening and static data maintenance for Wealth management customers.
  • Review client documents/instruction and update 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 respond and provide solutions to enquiries from Front office/Middle Office/COO office.
  • Support UAT if needed.

Skills

Attention to detail
Analytical thinking
Problem solving
Communication skills
IT systems understanding
Process improvement
Coordination
Teamwork
English & Chinese proficiency

Education

University degree

Job description

Business FunctionGroup 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 plusRequirements- 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.Apply NowWe 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 SquareJob:OperationsSchedule:RegularEmployee Status:Full time
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