- Investment Bank
- Excellent Exposure
Our client is a Global Investment Bank, they are looking for a SOW (Source of Wealth) Analyst to join their Private Banking division.
Job Description
- Review and assess account profiles to identify gaps in SOW information and supporting documentation
- Conduct reasonableness and plausibility checks on collected data
- Collaborate with the Sales team to enhance account profiles and strengthen SOW corroboration
- Provide guidance to Sales and perform desktop research to support benchmark analysis and profile updates
- Ensure name screening procedures are completed, with adverse findings appropriately documented and escalated
- Maintain accurate records of SOW/SOF data and ensure all supporting documentation is properly updated and retained
- Bachelor's degree in Accounting, Finance, Banking, or a related discipline
- Minimum of 3 years' relevant experience in Banking
- Prior experience in Compliance, AML, Sales Support, or Onboarding within a Private Banking environment is preferred
- Proficiency in both English and Chinese
- Investment Bank
- Excellent Exposure
Job ID JN-062026-7029290
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
We help organisations find and develop the talent that matters most. From experienced professionals and executive search to scaled recruitment and out...
More Jobs From Michael Page
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Hong Kong
Michael Page
Singapore
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.More Jobs Like This
IGNITE RECRUITMENT HONG KONG LIMITED
Hong Kong