Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Client Data Manager M/F

Vacancy details

General information


About Indosuez Wealth Management in Asia
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.  



Publication date


Position description

Business type

Types of Jobs - Operations

Job title

Client Data Manager M/F

Contract type

Permanent Contract

Expected start date


Management position


Job summary

Key Responsibilities:

  • Review clients’ account opening documentation and check the validity on relevant forms to ensure compliance with applicable local regulatory requirements and internal policies and procedures of the bank.
  • Perform creation/ deletion/ modification of client static records, and maintain such records are up-to-date and relevant.
  • Advise relationship managers on offshore companies / trust accounts documentation requirement.
  • Manage client onboarding operations and check completeness and accuracy of clients’ data entered in the bank's computer system.
  • Liaise with relationship managers to resolve account documentation issues.
  • Perform review and tagging of clients with Professional Investor and Private Banking Client Status in the bank’s computer system.
  • Handle special projects, such as U.S. FATCA implementation and AEOI project.
  • Oversee the administrative and reporting tasks of the department.

Position location

Geographical area

Asia, Hong Kong


29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong  Hong-Kong

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Business Administration or related disciplines

Level of minimal experience

3-5 years


Familiar with client onboarding operations in private banks

Required skills

  • Independent, flexible and self-motivated with ability to adapt to a team environment
  • Excellent time management and organization skills
  • Strong communications skills

Technical skills required

Good PC skills


Proficiency in English and Chinese