Wealth Onboarding & Static Data Specialist

DBS Bank Ltd

Hong Kong

On-site

HKD 420,000 - 540,000

Full time

14 days+

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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.