General information
Entity
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.
Reference
2025-102752
Publication date
22/08/2025
Position description
Business type
Types of Jobs - Others
Job title
Client Data Manager M/F
Contract type
Permanent Contract
Expected start date
01/10/2025
Management position
No
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.
- Conduct CDD review on existing clients through periodic review
- Perform creation/ deletion/ modification of client static records, and maintain such records are up-to-date and relevant.
- Advise relationship managers on offshore company/ trust accounts documentation requirement.
- Manage client onboarding operations and check completeness and accuracy of clients’ data in the Core Banking system
- Perform various control maintenance function for customer account (covering close, block account and etc)
- 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 Core Banking System
- Conduct ad hoc projects related to documentation and UAT testing
- Assist Head of Client Data to prepare reporting tasks of the department
- Assist different department to order company search
- Perform document scanning
- Provide backup/ support to Client Middle Office team
Position location
Geographical area
Asia, Hong Kong
City
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
Level of minimal experience
3-5 years
Experience
- Relevant experience in private bank preferable
- Familiar with client onboarding operations
Required skills
- Strong communications skills, both verbal and written
- Independent, self-motivated with ability to adapt and be flexible in a team environment
- Excellent time management and organization skills
- Independent, self-motivated and ability to adapt to a team environment
Languages
English and Chinese
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