Save Job Back to Search Job Description Summary Similar JobsInvestment BankClient documentation supportAbout Our ClientOur client is a well-established investment bank. This role sits within the Client Account Maintenance function and supports the ongoing maintenance of client accounts in line with internal policies, global standards, and local regulatory requirements, working closely with Legal, Compliance, and Financial Crime teams.Job DescriptionReview client suitability for Product Brochures and supporting documentsPrepare Welcome Packs for newly opened accountsCoordinate with the Sales Team to resolve returned mail casesReview and process account closure documentsReview credit file application documentsProcess loan registrations, agreement re‑executions, and account type changesReview sub‑account opening requests for Secured Financing Solutions (SFS) and handle HKIRD registrationMaintain client documentation on the team SharePoint sitePrepare management information (MI) and reports for internal teamsThe Successful ApplicantBachelor degree in BusinessAt least 1+ year of experience in Financial Services, preferably in client documentation supportFluent in written and spoken English and Chinese (Cantonese and/or Mandarin)Strong communication and interpersonal skillsGood analytical skills with strong attention to detailWell organized and able to manage multiple tasksProficient in Microsoft Excel, Word, and PowerPointComfortable working with stakeholders at different seniority levelsAble to work effectively in a fast‑paced environmentWhat's on OfferInvestment BankExcellent ExposureContactChing LauQuote job refJN-052026-7014986Phone number+852 3602 2426Job summaryFunctionBanking & Financial ServicesSpecialisationBack Office - OperationsWhat is your area of specialisation?Financial ServicesLocationHong KongJob Type:PermanentConsultant nameChing LauConsultant phone+852 3602 2426Job ReferenceJN-052026-7014986
