Client Data Officer - Top International PB

Michael Page International (HK) Ltd; Hong Kong Island; On-site; HKD 240,000 - 420,000; Full time

Benefits offered by this job

16 days AL

Medical benefits

Guaranteed bonus

Job summary

Michael Page International (HK) Ltd is seeking a Client Data Officer to manage static data, support new account set ups and ensure banking system operations for private banking clients.

You will verify documentation, conduct data quality checks, liaise with internal teams and provide regular reports on data trends.

The ideal candidate has a BA in business or related field, 3–4 years in client data within private banking, and bilingual English/Chinese.

Qualifications

• 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

Responsibilities

• 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.

Skills

Analytical skills

Problem solving

Interpersonal skills

Bilingual English/Chinese

Education

Bachelor's degree in Business Administration or related

Job description

Client Data Officer - Top International PB

Our client is currently looking for a Client Data Officer with focus in client static data management, new account set up, banking system operation and compliance review for private banking clients, the successful candidate should have 3 to 4 years of working experience within private banking operation area.

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.

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.

Profile

• 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

Job Offer

• international working environment


• Great exposure in bank operation/ account management field


• 16 days of AL, medical benefits, guarantee bonus