Client Data Officer - Top International PB

Michael Page International (Hong Kong) Limited; Hong Kong; On-site; HKD 335,000 - 614,000; Full time

Benefits offered by this job

16 days annual leave

Medical benefits

Guarantee bonus

Job summary

Michael Page International (Hong Kong) Limited is seeking a Client Data Officer for a leading private banking client. You will manage static data, support new account setup, ensure system operations and conduct compliance reviews for private banking clients.

The role requires 3–4 years in client data within financial services, with strong English and Chinese communication skills and a Bachelor’s degree in a related field.

Qualifications

• Strong analytical and problem-solving abilities to handle data quality and compliance checks.
• Excellent interpersonal skills for cross-team collaboration and client communications.
• Proficiency in English and Chinese for effective documentation and reporting.

Responsibilities

• Maintain accurate and up-to-date client data records in the system.
• Ensure compliance with internal policies and regulatory requirements.
• Perform data quality checks to identify and resolve discrepancies.
• Assist onboarding by verifying client documentation.
• Coordinate with internal teams to ensure seamless data management processes.
• Provide regular reports and insights on client data trends and anomalies.
• Assist in data management projects and system enhancements.
• Respond to client data inquiries in a timely and professional manner.

Skills

Analytical

Problem-solving

Interpersonal skills

Education

Bachelor's degree in Business Administration or relevant discipline

Job description

• Good exposure in client data management and private banking field
• Work life balance

About Our Client

Our client in one of the top private banks that mainly focuses on wealth management and investment consultancy services for individuals and companies. The department is now looking for a Client Data Officer to manage static data management, new account set up, banking system operation and compliance review for private banking clients.

Job Description

• Maintaining accurate and up-to-date client data records in the system.


• Ensuring compliance with internal policies and regulatory requirements.


• Performing data quality checks to identify and resolve discrepancies.


• Supporting the onboarding process by verifying client documentation.


• Coordinating with internal teams to ensure seamless data management processes.


• Providing regular reports and insights on client data trends and anomalies.


• Assisting in the implementation of data management projects and system enhancements.


• Responding to client data inquiries in a timely and professional manner.

The Successful Applicant

• Bachelor's Degree holder of Business Administration or relevant discipline


• 3 - 4 years of working experience in client data field within private banking/ Financial Services sector


• Strong analytical, problem-solving and interpersonal skills


• Good speaking and writing skills in English and Chinese

What's on Offer

• international working environment


• Great exposure in bank operation/ account management field


• 16 days of AL, medical benefits, guarantee bonus