59 Client Strategy jobs in Hong Kong

Join to apply for the Client Strategy Associate role at YipitData

Join to apply for the Client Strategy Associate role at YipitData

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.
We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.
For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.
About The Role:
We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.
As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
• Being experts on our products and the associated investment narratives
• Identifying and executing expansion opportunities, risk mitigation and engagement strategies
  

You Are Likely To Succeed, If:

• You have professional fluency (oral and written) in English and Mandarin
• Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
• You are a true believer of our data-powered product and have a genuine interest in the financial markets
• You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
• You are effective at clearly communicating complex ideas to a wide range of audiences
• You are a master of judgment when handling a wide variety of client situations and communications
• You are sensitive to clients’ needs and can build strong relationships
• You can manage a high-touch, high-volume client base
• You are positive, a self-starter and a team player
  

What We Offer:

• Our compensation package includes highly competitive salary & commission plan
• Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
• To learn more about our culture and values, check out our Company page!
  

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Job Applicant Privacy Notice Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Get notified about new Strategy Associate jobs in Hong Kong SAR .

Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Analyst, Private Equity Asia, Funds and Secondaries

Central & Western District, Hong Kong SAR 2 weeks ago

Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong Analyst/ Consultant (Business Analyst) - FinTech - Hong Kong(314342) Investment Analyst / Associate (Corporate Development) Analyst, Special Situations Private Equity Analyst/ Consultant (Core Banking Business Analyst) - FinTech - Hong Kong(314343) Asset & Wealth Management, Alternatives Private Operations, Execution & Closing, Analyst, Hong Kong Global Investment Banking - IPO - Analyst Industrials Equity Analyst - Multi-Billion Global Hedge Fund Business Analyst - Japanese Capital Markets Global Hedge Fund Equity Long Short Regional Consumer Analyst (plus China) Business Analyst, Post-trade Risk ($35-50 ) - financial institution Consumer Senior Analyst - Multi-Billion AUM Hedge Fund Leading MNC Bank - ECM Analyst/Associate Global Banking & Markets, Equities Funding Strategist, Analyst/ Associate, Hong Kong Analyst / Senior Analyst, Investment Operations Equity Capital Markets - Analyst / Associate Point72 Academy 2025 Investment Analyst Program for Experienced Professionals HK Strategic Finance Analyst : Campus Hire 2025 (Hong Kong)

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Analyst/Associate, Client Management, Fixed Income

The role will provide support to the FICC business division internationally across various CLSA entities in Hong Kong, Singapore, Japan, UK and US, as FICC operates in many different regulatory jurisdictions.

The person will be working independently to open accounts and onboard new relationships based on CITIC CLSA’s required standards and policies. These relationships may range across sell-side clients, buy-side trading counterparties, brokers, vendors and regulated trading venue operators.

The role is also responsible for ensuring all counterparty and client related documentation review and collection at inception of the relationships introduced by FICC are properly executed in accordance with CITIC CLSA’s required standards. The person will be working closely with KYC Operations team to approve periodic reviews, refresh of documents for existing relationships and conduct any potential remediation work as a result of internal/external audit and regulatory inspections.

The position is located in Hong Kong where the person is an integral part of the FICC front office operation.

The Analyst role will be expected to have onboarding experience in cash securities trading accounts such as bonds, convertible bonds, funds and/or repo accounts.

The Associate role will be expected to have onboarding experience for FX and Rates Derivative counterparties and must have familiarity with FX agreements, F&O, OTC clear and non-clear derivatives onboarding experience. Candidate with eFX onboarding experience will be highly favoured.

Key Areas of Responsibilities

• Follow CITIC CLSA’s standards and requirements in dealing with FICC introduced new relationships for account opening and onboarding to trade as well as complete all required documentation for execution for setup into CITIC CLSA’s front to back systems for trading and settlement.
• Guide Sales and Traders during the account opening and onboarding process on the requirements, as each case may differ given the counterparty’s investor status and the jurisdiction(s) involved to define the risk-based rating for the prospect.
• Upkeep CITIC CLSA’s central account workflow system, GoldTier with the correct constitutional and authority documents at inception and on an ongoing basis with KYC Operations for periodic review, account remediation and documentation refresh work.
• Be able to identify exceptions from CITIC CLSA policies and standards for further clearance from FICC Business Management and AML Compliance Head.
• Support inquiries related to audit and regulatory inspections of FICC and other directives from AML compliance.
• Maintain and upkeep of counterparty/client signatories and authority to trade documentation to facilitate for setup onto FICC’s electronic trading venues and for CITIC CLSA to undertake in any manual signatory execution requirement with the counterparty/client.
• Support all systems counterparty/client administration setup for new clients are in place prior to trading and ongoing amendments and changes to be properly reflected in the system prior to trading under new setup.

Requirements

• Strong understanding of international markets’ AML & KYC requirements, preferably at least 3 years of direct experience with a financial institution that operates in multiple jurisdictions will be considered for the Associate role, those with less experience may be considered for an Analyst role.
• Direct experience in independently dealing with account opening workflow system in a global financial institution preferred and familiarity with the various steps in achieving full compliance to deal with account opening using the international AML risk-based approach to define a counterparty’s risk rating will be preferred.
• Ability to explain FICC markets’ pre-trade process (e.g. DvP cash, ISDA CSA setup & GMRA setup, eFX onboarding requirements) to handhold Sales, Traders and Clients through the account opening process for onboarding will be a major plus.
• Familiarity of trading agreements used in the international FICC markets, eFX agreements, CDEA for OTC derivatives, ISDA, GMRA, VM/IM CSA and their downstream operational impacts. Associate level must have hands on experience in this area.
• Good prioritization, organisational and multi-tasking skills
• Self-motivated, desire to be challenged and eager to learn.
• Knowledge of SFC requirements around Hong Kong Professional Investors desirable
• Attention to detail and process oriented
• Proficient in PowerPoint, Word and Excel
• At least an undergraduate degree in Finance, Economics, Business, Law or of a similar nature.
• Good communication skills (verbal and written) are a must-have. Fluency in English a must due to constant review of constitutional and authority documents as well as regulatory rules, Business Mandarin/Cantonese is desirable but not mandatory.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Financial Analyst jobs in Hong Kong, Hong Kong SAR .

Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 6 days ago

Associate, Private Equity Investment, CLSA Capital Partners Senior Analyst/Associate, Research (Fintech/Crypto/Web 3) Equity Research Analysts (Global Consumer / Global Healthcare / Asia Tech Hardware)

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Analyst/Associate, Client Management, Fixed Income

The role will provide support to the FICC business division internationally across various CLSA entities in Hong Kong, Singapore, Japan, UK and US, as FICC operates in many different regulatory jurisdictions.

The person will be working independently to open accounts and onboard new relationships based on CITIC CLSA’s required standards and policies. These relationships may range across sell-side clients, buy-side trading counterparties, brokers, vendors and regulated trading venue operators.

The role is also responsible for ensuring all counterparty and client related documentation review and collection at inception of the relationships introduced by FICC are properly executed in accordance with CITIC CLSA’s required standards. The person will be working closely with KYC Operations team to approve periodic reviews, refresh of documents for existing relationships and conduct any potential remediation work as a result of internal/external audit and regulatory inspections.

The position is located in Hong Kong where the person is an integral part of the FICC front office operation.

The Analyst role will be expected to have onboarding experience in cash securities trading accounts such as bonds, convertible bonds, funds and/or repo accounts.

The Associate role will be expected to have onboarding experience for FX and Rates Derivative counterparties and must have familiarity with FX agreements, F&O, OTC clear and non-clear derivatives onboarding experience. Candidate with eFX onboarding experience will be highly favoured.

Key Areas of Responsibilities

• Follow CITIC CLSA’s standards and requirements in dealing with FICC introduced new relationships for account opening and onboarding to trade as well as complete all required documentation for execution for setup into CITIC CLSA’s front to back systems for trading and settlement.
• Guide Sales and Traders during the account opening and onboarding process on the requirements, as each case may differ given the counterparty’s investor status and the jurisdiction(s) involved to define the risk-based rating for the prospect.
• Upkeep CITIC CLSA’s central account workflow system, GoldTier with the correct constitutional and authority documents at inception and on an ongoing basis with KYC Operations for periodic review, account remediation and documentation refresh work.
• Be able to identify exceptions from CITIC CLSA policies and standards for further clearance from FICC Business Management and AML Compliance Head.
• Support inquiries related to audit and regulatory inspections of FICC and other directives from AML compliance.
• Maintain and upkeep of counterparty/client signatories and authority to trade documentation to facilitate for setup onto FICC’s electronic trading venues and for CITIC CLSA to undertake in any manual signatory execution requirement with the counterparty/client.
• Support all systems counterparty/client administration setup for new clients are in place prior to trading and ongoing amendments and changes to be properly reflected in the system prior to trading under new setup.

Requirements

• Strong understanding of international markets’ AML & KYC requirements, preferably at least 3 years of direct experience with a financial institution that operates in multiple jurisdictions will be considered for the Associate role, those with less experience may be considered for an Analyst role.
• Direct experience in independently dealing with account opening workflow system in a global financial institution preferred and familiarity with the various steps in achieving full compliance to deal with account opening using the international AML risk-based approach to define a counterparty’s risk rating will be preferred.
• Ability to explain FICC markets’ pre-trade process (e.g. DvP cash, ISDA CSA setup & GMRA setup, eFX onboarding requirements) to handhold Sales, Traders and Clients through the account opening process for onboarding will be a major plus.
• Familiarity of trading agreements used in the international FICC markets, eFX agreements, CDEA for OTC derivatives, ISDA, GMRA, VM/IM CSA and their downstream operational impacts. Associate level must have hands on experience in this area.
• Good prioritization, organisational and multi-tasking skills
• Self-motivated, desire to be challenged and eager to learn.
• Knowledge of SFC requirements around Hong Kong Professional Investors desirable
• Attention to detail and process oriented
• Proficient in PowerPoint, Word and Excel
• At least an undergraduate degree in Finance, Economics, Business, Law or of a similar nature.
• Good communication skills (verbal and written) are a must-have. Fluency in English a must due to constant review of constitutional and authority documents as well as regulatory rules, Business Mandarin/Cantonese is desirable but not mandatory.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Financial Analyst jobs in Hong Kong, Hong Kong SAR .

Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 6 days ago

Associate, Private Equity Investment, CLSA Capital Partners Senior Analyst/Associate, Research (Fintech/Crypto/Web 3) Equity Research Analysts (Global Consumer / Global Healthcare / Asia Tech Hardware)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Join to apply for the Client Account Management Associate role at YipitData

5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

Get AI-powered advice on this job and more exclusive features.

About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.

We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.

For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.

About The Role:

We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.

As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
• Being experts on our products and the associated investment narratives
• Identifying and executing expansion opportunities, risk mitigation and engagement strategies
  
  

You Are Likely To Succeed, If:

• You have professional fluency (oral and written) in English and Mandarin
• Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
• You are a true believer of our data-powered product and have a genuine interest in the financial markets
• You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
• You are effective at clearly communicating complex ideas to a wide range of audiences
• You are a master of judgment when handling a wide variety of client situations and communications
• You are sensitive to clients’ needs and can build strong relationships
• You can manage a high-touch, high-volume client base
• You are positive, a self-starter and a team player
  
  

What We Offer:

• Our compensation package includes highly competitive salary & commission plan
• Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
• To learn more about our culture and values, check out our Company page!
  
  

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Job Applicant Privacy Notice

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development
• Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Sign in to set job alerts for “Account Associate” roles. Account Executive (Open to 2025 Graduates) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Assistant Manager - Key Account, Premium Cosmetics Division

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Join to apply for the Client Account Management Associate role at YipitData

5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

Get AI-powered advice on this job and more exclusive features.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.
We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.
For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.
About The Role:
We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.
As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
• Being experts on our products and the associated investment narratives
• Identifying and executing expansion opportunities, risk mitigation and engagement strategies
  

You Are Likely To Succeed, If:

• You have professional fluency (oral and written) in English and Mandarin
• Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
• You are a true believer of our data-powered product and have a genuine interest in the financial markets
• You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
• You are effective at clearly communicating complex ideas to a wide range of audiences
• You are a master of judgment when handling a wide variety of client situations and communications
• You are sensitive to clients’ needs and can build strong relationships
• You can manage a high-touch, high-volume client base
• You are positive, a self-starter and a team player
  

What We Offer:

• Our compensation package includes highly competitive salary & commission plan
• Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
• To learn more about our culture and values, check out our Company page!
  

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Job Applicant Privacy Notice Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development
• Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Sign in to set job alerts for “Account Associate” roles. Account Executive (Open to 2025 Graduates) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Assistant Manager - Key Account, Premium Cosmetics Division

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

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**Position Responsibilities:**
+ Interact with existing clients to strengthen relationships by understanding their investment needs and servicing them accordingly.
+ Work closely with Asia ex Japan Institutional Sales team and ensure timely responses and solutions are provided to clients' queries.
+ Coordinate with various internal stakeholders within the Public and Private Markets groups to facilitate discussions and coordinate product launch and other related marketing and servicing activities.
+ Assist with the onboarding process of new clients, including legal & KYC documentation, account opening and due diligence process. Engaging with legal & compliance partners and other internal / external stakeholders to ensure smooth onboarding.
+ Support marketing efforts, including review of RFPs, modifying or translation of marketing materials and due diligence materials for clients
+ Assist in client events / roadshows and any other client servicing or marketing activities to strengthen client relationships and promote our Manulife's products/ investment capabilities
+ Build expertise by monitoring the markets and regulatory environment to proactively identify trends; anticipate and communicate opportunities and risks to internal stakeholders
**Required Qualifications:**
+ At least 5-8 years of overall experience in areas of client servicing and relationship management (Experience with a focus on servicing private market clients would be an advantage)
+ Experience in client facing activities, such as cross-selling and regular contact with clients in order to understand their investment needs
+ Good understanding of Asian (in particular Korean) institutional clients' requirements
+ Good organizational skills; demonstrated history of being results-oriented, ability to multitask and prioritize, keen attention to detail
+ Ability to work collaboratively with internal departments across global offices.
+ Good knowledge of public market as well as private markets asset classes (includes but not limited to private equity and credit, infrastructure, real estate equity and debt, timberland and farmland).
+ Experience in handling clients onboarding (Experience in handling private market client onboarding and have the ability to navigate and interpret private funds documentation would be an advantage)
+ Strong teamwork and interpersonal skills; willingness to engage with multiple stakeholders.
+ Fluent in English and Korean. Strong written communication skills in English and Korean. Ability to write clearly and concisely in client communications and explain complex concepts to clients
+ University degree with CFA designation is an asset.
+ Ability to work with minimal supervision
+ Candidates with more experience especially in private markets would be considered for an Associate Director position.
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Analyst.

Principal Responsibilities

In this role you will

• Guide internal stakeholders in identifying and documenting the information required to satisfy the Bank’s Know Your Customer (KYC) due diligence policies and processes
• Execute and review negative media alerts, and performs sanction & Political exposed person screening
• Check/identify for discrepancies between the information held in the customer’s documentation and profile on the system
• Review and validate the quality of the due diligence and KYC information on the bank’s customers, in line with HSBC policies at on boarding and periodic reviews
• Work with the Customer Due Diligence (CDD) Advisor when additional guidance on CDD policy is required
• Drive sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow
• Make considered decisions with factual and coherent recommendations, benefits and implications
• Keep colleagues and stakeholders informed, and take accountability for following through on outstanding issues raised within the Client Lifecycle
• Management (CLM) team to ensure prompt and efficient delivery of service
  
  

Requirements

To be successful you will need

• Strong working knowledge of Anti-Money Laundering (AML), regulatory compliance and controls within the banking and financial services industry
• To understand the connection between the financial services industry, the regulatory environment and their business function, and assists in passing on their practical knowledge to their colleagues
• Strong teamwork initiative
• Ability to work professionally with all levels of staff and management
• Strong English fluency and written skills
• Minimum of a Bachelor's degree or relevant work experience
  
  

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at HSBC by 2x

Sign in to set job alerts for “Management Analyst” roles. Business Analyst / Project Manager, Finance Technology

Wan Chai District, Hong Kong SAR 1 week ago

Business Analyst (Product Control or Risk background)

Sha Tin District, Hong Kong SAR 1 day ago

Corporate and Workplace Solutions, Management and Strategy, Associate, Hong Kong

Central & Western District, Hong Kong SAR 2 days ago

Digital Business Analyst - Banking (Up to 35K/mth) Core Business Services - Business Analyst / Business Manager - Hong Kong Business Analyst, Life Insurance (12 month contract) Senior Business Analyst (Post Trade / Middle Office / Back Office) Assistant Business Analyst (1-year Contract)

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Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Job Description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Analyst.
Principal Responsibilities
In this role you will

• Guide internal stakeholders in identifying and documenting the information required to satisfy the Bank’s Know Your Customer (KYC) due diligence policies and processes
• Execute and review negative media alerts, and performs sanction & Political exposed person screening
• Check/identify for discrepancies between the information held in the customer’s documentation and profile on the system
• Review and validate the quality of the due diligence and KYC information on the bank’s customers, in line with HSBC policies at on boarding and periodic reviews
• Work with the Customer Due Diligence (CDD) Advisor when additional guidance on CDD policy is required
• Drive sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow
• Make considered decisions with factual and coherent recommendations, benefits and implications
• Keep colleagues and stakeholders informed, and take accountability for following through on outstanding issues raised within the Client Lifecycle
• Management (CLM) team to ensure prompt and efficient delivery of service
  

Requirements
To be successful you will need

• Strong working knowledge of Anti-Money Laundering (AML), regulatory compliance and controls within the banking and financial services industry
• To understand the connection between the financial services industry, the regulatory environment and their business function, and assists in passing on their practical knowledge to their colleagues
• Strong teamwork initiative
• Ability to work professionally with all levels of staff and management
• Strong English fluency and written skills
• Minimum of a Bachelor's degree or relevant work experience
  

Opening up a world of opportunity
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

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Associate, Collateral and Client reporting management Middle Office

Join to apply for the Associate, Collateral and Client reporting management Middle Office role at Crédit Agricole CIB

Associate, Collateral and Client reporting management Middle Office

Join to apply for the Associate, Collateral and Client reporting management Middle Office role at Crédit Agricole CIB

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Within, Operations, Premises & Country COOs (OPC) based in Hong Kong, Capital Market Operations (CMO) teams are responsible to process the transaction activities for Credit, Rates, FX/MM, Securities and Equities for multiple geographies (APAC and EMEA). There are 2 teams under CMO HK in charge of:

• Capital Market Middle Office (CMM)
• Capital Market Back Office (CMB)

Capital Market Middle Office team in HK is around 40 staffs and 6 sub-teams:

• MO Sales and Collateral, Client Services: In charge of deals originated by Sales including Trade validation, allocations, MTM reporting and collateral management
• MO IRD/ EIS: In charge of Interest Rate and Equity Derivatives.
• MO FX/MM/ Credit: In charge of Foreign Exchange, Money Market and Credits
• MO Post Trade: In charge of the processing activities from FO systems to BO systems
• MO Reconciliation: In charge of the various reconciliation (FO-BO; FO-FO,…)
• MDA: In charge of Market Data activities

This role is within the Capital Markets Middle Office Collateral and Client reporting teams supporting the Global Markets business.

Key Responsibilities

• Collateral and MTM client Management: Manage the Margin calls; Notification, confirmation and settlement; Reconciliation and disputes
• Follow-up on unusual counterparties behaviour and margin call discrepancies
• Contracts setup and liaison with the various teams involved, setup in the systems
• Co-ordinate with Front Office, Risk and other concerned departments to setup client desk and issue Mark-to-Market statements to clients
• Perform daily controls
• Assist the Line manager in supervising the day-to-day activities
• Follow-up on query from clients
• Assist in system enhancement, UAT testing, New product onboarding for Collateral mgt process.
• Handle Audit confirmation for capital market transactions booked in HK
• Participation in the drafting and/or updating of operational procedures.
• Manage operational risk with a duty to alert Management.

QUALIFICATION

• Degree preferably in a Finance, Mathematics or Engineering
• Minimum 6-8 years’ experience in Collateral Management, MTM reporting activities
• Experience in Collateral Management, MTM Client reporting is must
• Good analytical, organizational and interpersonal skill
• Comfortable with multi-tasking and able to work independently with minimal supervision.
• Strong attention to details and a self-starter who is highly motivated.
• Good judgement, alertness and common sense
• Good knowledge of financial products and understanding of the operational risks involved in OTC Derivatives, Repo’s, MTM, Collateral management process
• Good understanding in financial products and the operational risks involved in FIM products
• market knowledge
• Versatile with PC tools and applications, e.g. MS Office, VBA
• Fluency in English. Proficient in French or other Asian languages a definite advantage

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Industries Banking

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